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Financial Pizza

Oct 2, 2020

This week Coach Pete D’Arruda digs into maintaining lifestyle in retirement. Marc Geels stresses the importance of having a solid relationship with an advisor. Kevin Brucher discusses the ins and outs of Health Savings Accounts. Robert Kuhn poses the question: do you want your advisor to be proactive or reactive? Kevin Frisbie talks retirement regrets. Dave Perkins takes us on a haunted road trip.