Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Michael Finke is …
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TLDR
Kyla Scanlon, Devin Friedman, Kat Angus, Sarah Rieger, Matthew Karasz