09 Dec 2022

1 min read

Who Are You Working With?

In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance.

Author imageWritten by Brad Pistole, ,
post imagePost image
Heading H2
Heading H3
Heading H4
Heading H5
Heading H6

In todays episode, Brad talks about the importance of ongoing education, and why it is critical that the advisor managing your retirement plan stays up to date on the latest developments in the financial industry, as well as changes to regulations, tax laws, and compliance.

Brad also speaks about:

  • What a Fiduciary REALLY is
  • The Importance of Tax-Free Buckets
  • Why You Should Work With a Retirement Income Certified Professional

If something in this episode has peaked your interest, please feel free to call Safe Money Radio at 866-780-SAFE OR call Brad's office directly at 417-581-9222 if you would like an appointment to review your current retirement accounts.

Send us a text

Apple podcast icon
Apple Podcast
Spotify icon
Spotify

Plan with Confidence, Retire with Peace of Mind

Your retirement deserves expert guidance. Let us help you build a secure, tax-efficient future with strategies tailored to your needs.