Beware the Overzealous Advisor

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Paul D Horn CFP CPWA MS

What happens if a financial planner uses faulty assumptions when determining your investments? In today’s podcast, Paul Horn and Jim Puplava explain the common pitfalls in using long-term historical averages when conducting a financial plan, why this is something that many planners do, and the bad outcomes that it can lead to. If you aren’t aware of this and have a financial planner, or are considering to meet with one, this is an episode you don’t want to miss.

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About James J Puplava CFP

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