9/15/2019 11:00:00 PM
Too many cooks in the kitchen One adviser is an
Correlating Retirement Planning – Steve Savant’s Money, the Name of the Game - Press Release 5 of 5
Sub Headline: Seniors Have No Plan or An Uncorrelated Plan for Retirement Synopsis: Too many cooks in the kitchen! One adviser is an asset manager, the other...
Too many cooks in the kitchen! One adviser is an asset manager, the other is a 401(k) specialist and perhaps another is an insurance professional or a tax consultant. They don’t communicate with each other, so they don’t coordinate their plans and products with each other. Watch the interview with certified financial planner Chris Jacob as he discusses the correlation of products and plans in retirement.
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Too many cooks in the kitchen! One adviser is an asset manager, the other is a 401(k) specialist and perhaps another is an insurance professional or a tax consultant. They don’t communicate with each other, so they don’t coordinate their plans an ...
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