The Importance of a Fiduciary Advisor Especially in Uncertain Times.
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The Importance of a Fiduciary Advisor Especially in Uncertain Times.
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In this conversation, Greg Ramirez and Jackie Selby discuss the importance of adapting financial plans to current economic conditions, the influence of AI on market dynamics, and the necessity of portfolio diversification. They emphasize the significance of maintaining a positive mindset during uncertain times and the role of fiduciary advisors in managing investments. The discussion also covers strategies for creating personal pensions, the importance of long-term care insurance, and tax mitigation for retirement planning. Additionally, they highlight the growing financial empowerment of women and the need to address the wage gap. They highlight women's strengths as savers and the importance of financial planning tailored to women's needs. The discussion also covers the benefits of self-employment, the significance of understanding client relationships, and the necessity of attention to financial details. They share insights on retirement planning, common mistakes to avoid, and the importance of adapting to 21st-century investing strategies. Call Greg Ramirez at 562-269-1007 or click here
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