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Investors First Podcast - 7.20.23

By Allison Roberts posted 01 Aug, 2023 12:52 PM


New episode w/ David LauDPL Financial Partners & Dr. Wade PfauRISA, LLC, hosted by Steve Curley, CFA.
*Breaking down a commission free insurance product
*The challenges of market volatility and homemade dividends in retirement
*Credit risk associated w/ the implicit guarantee in insurance products
*Is Ken Fisher a fiduciary?