In this episode, Kraig covers several important topics including one that everyone should hear, especially senior citizens. Covered in this episode:
Fear tactics used to sell gold investments to retirees.
Charity scams targeting retirees
Almost good advice - Buy Hold Sell is an accumulation strategy but is not the answer to a secure retirement
Kraig shares his personal connection with one of his clients who recently passed away. Its sad to lose a client but its rewarding to know that their legacy will be better as a result of good planning.