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Dec 26, 2024•45 min•Transcript available on Metacast Episode description
In this episode:
0:57 Holiday Cheer and Investment Fears
4:02 Wall Street's Private Party Invitation
5:09 The Costly Alternative Investments
5:53 Confusion in Alternative Investments
11:55 Social Security Changes Ahead
14:21 Finding the Right Financial Advisor
19:45 Understanding the ADV Form
25:10 Red Flags in Financial Firms
33:55 Rebalancing Your Investment Portfolio
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