The advisor missed 3 important things in their plan and they thought they had to work 12 more years. But it wasn't right.
Dave Zoller, CFP®

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00:00 Case Study: John and Mary
00:52 They were NOT comfortable with this
01:30 The details of the plan
02:07 The MISTAKE the Advisor made
03:12 The conversation that SAVED their retirement
05:27 How the "WHATIF" Scenarios Increased Success
08:21 The SECRET To a great retirement




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