The Lifetime Income Series: Custom vs. Cookie-Cutter: Smarter Retirement Investing

Special Guest: Gregory French, J.D., President of the National Academy of Elder Law Attorneys (NAELA)

This week Jim and Cathlyn discuss smarter retirement investing, relying less on cookie-cutter approaches and old allocation models for retirement. They discuss common mistakes and misguidance, as well as custom solutions in lieu of the cookie-cutter approach. The guest this week is attorney Gregory French, who will discuss legal issues and financial planning for long-term care, hospice, and VA benefits.

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