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What is a Fact Finder and what is the process of working with Safe Money Retirement

What is a Fact Finder and what is the process of working with Safe Money Retirement

Released Thursday, 24th July 2025
Good episode? Give it some love!
What is a Fact Finder and what is the process of working with Safe Money Retirement

What is a Fact Finder and what is the process of working with Safe Money Retirement

What is a Fact Finder and what is the process of working with Safe Money Retirement

What is a Fact Finder and what is the process of working with Safe Money Retirement

Thursday, 24th July 2025
Good episode? Give it some love!
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more.  Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.

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