I am relieved you are not my advisor
May 14, 2026 by Sheryl J. Moore
I am a market researcher and don’t mean this in an offensive manner at all, but I am relieved you are not my advisor, Frank Iozzo, CPWA®.
I am worried about running out of money in retirement. I want at least 100% “probability” that I will get a paycheck of $X every month, once I retire.
What solution do you suggest your risk averse clients use (in general)? -sjm
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Categories: Moore on the Market