Bear Bros: What Happens When Your Advisor Retires?

What is the plan when your financial advisor retires? For some firms, it can look like the “Wheel of Fortune.” While we are big fans of @patsajak @thevannawhite and @chuckwoolery, when it comes to your financial advisor, you might want to “Pass” before you and your portfolio end up a prize in the bonus round. Go behind the scenes & see what we mean (no need to buy a vowel).







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