Dear Rochester, Retire Well

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NEW PARTNER at SixPoint: Nick Savas on Fiduciary Roles and Choosing the Right Financial Advisor (EP. 85)

In this episode, Nick Savas dives into the crucial concept of fiduciaries, shedding light on their role in financial advisory services. Nick explains what it means to be a fiduciary, emphasizing that a fiduciary is legally required to act in the best interests of their clients. He also provides practical advice on how to determine … Read More Read More

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  Leading by Design w/ Dave Pearlman

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  Nailing Your Niche w/ Nick Savas

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  Educate. Excite. Empower: The Takedown Eventures Story w/ Jason Amato

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  Beyond The Ballot | Smart Investment Moves Post Election (2024)

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  John Harms Provides Q3 Market and Economic Update

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  From Paycheck to Payout: How an Employee Stock Option Program (ESOP) Led t…

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  Building a Legacy: Integrating Philanthropy into Financial Planning

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  Smarter Investing in an Election Year

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  Profiting From Probate: A Deep Dive Into Probate Leads

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  Smart Money: The AI Revolution in Financial Planning w/ Matt Mossbarger of…

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  Q2 Market Update w/ John Harms

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  Building a Framework for Success w/ Jim Harshaw Jr.

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  Cover Your Assets w/ Brian Chapman

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  David Answers 3 FAQ’s (EP. 84)

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  Unexpected Retirement Challenges and Solutions w/ Lisa Sanchez (EP. 83)