DiscoverDear Rochester, Retire Well6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)
6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)

6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)

Update: 2022-03-02
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When it comes to financial planning, making mistakes can end up being disastrous to your accounts, and can result in the loss of your own financial security for your retirement.  In this episode, Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® each give two examples they commonly see when it comes to financial … Continue reading 6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)
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6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)

6 Common Mistakes Made in Financial Planning with Joe Prestigiacomo, CFP®, John Harms, CFP® and Alex Neri, CFP® (Ep.35)

David Pulcini