Answering FAQs with Alex Neri, CFP®, RICP® (Ep. 49)

Dear Rochester, Retire Well

19-10-2022 • 22 mins

Alex Neri, CFP®, RICP® is back on the podcast to tackle some of clients’ most frequently asked questions.  In this episode, David and Alex provide insight and answers to questions they get the most from clients. They use examples that may apply to you and your finances, now or in the coming years.  David and …

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