The Difference Between Financial Advisors, Wealth Managers, and Retirement Planners
Update: 2025-06-03
Description
This week, JoePat Roop discusses the various roles within financial services, emphasizing the importance of understanding the differences between financial advisors, wealth managers, and retirement planners. He highlights the significance of retirement income planning, the implications of taxes in retirement, and the benefits of Roth conversions. The conversation also covers strategies for inflation protection, the role of fixed income, and the importance of principal protection in managing retirement savings.
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