What is a Fiduciary?

You need to make sure that your financial advisor has your best interests in mind, otherwise, you might not be getting the most value out of their services.

Join Michael Reese, CFP, and Zach Holcomb as they cover this weeks topic, what is a fiduciary?

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Life Insurance After Retirement?

Why continue to use life insurance after retirement? There are a lot of tax benefits that most people don’t know about!

Join Zach Holcomb and Michael Reese, CFP as they discuss the reasons why you need life insurance after you retire.

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The Three Levels of Advisors

Did you know there are three types of financial advisors, and each level is suited for different needs? If you didn’t, then you should watch today’s podcast and learn which level is right for you.

Join Zach Holcomb and Michael Reese, CFP as they discuss the different levels of financial advisors and what makes them unique.

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