『The Best of Refining Retirement Podcast - Faulty Preparation』のカバーアート

The Best of Refining Retirement Podcast - Faulty Preparation

The Best of Refining Retirement Podcast - Faulty Preparation

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Dana and Brad discuss how to protect yourself from investment institution mistakes as well as preparing your children financially.

Takeaways:

  • Financial institutions can make mistakes; it’s important to keep track of your financial accounts to hold them accountable.

  • Only 22% of parents are confident they can teach their children the basics of investing.

  • Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes With an Estate Plan”

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.

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