Sep 23, 2022
Rising inflation and rising rates have created a challenging environment for retirees. At the same time, our industry is poised to offer significant protection. Today, we cover the waterfront with David Macchia, Founder & CEO of Wealth2k. We also talk about David's project to deliver free financial planning services for underserved communities.
Links mentioned:
https://www.linkedin.com/in/macchia/
https://www.project6000minutes.com/