Thursday Nov 28, 2024

The Not-So-Free Steak Dinner

Once you reach your 50's and 60's, you get invitations in the mail all the time to steak dinners offering to teach you about various financial topics. But before you accept that next invitation, listen to this week's episode, which includes a cautionary tale about one man's experience - as Laurel & Gerald discuss the questions you might want to ask about a particular advisor or investment. Need a second opinion on your plan? Feel free to connect for a chat now at www.MattsonFinancial.com

Comment (0)

No comments yet. Be the first to say something!

2023 Gary Mattson

Podcast Powered By Podbean

Version: 20241125