🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
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🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
One Big Beautiful Bill Act - How Will It Impact Retirement, Estate Planning, & More
Retirement Done Right w/ David & Pat
29 minutes
4 months ago
One Big Beautiful Bill Act - How Will It Impact Retirement, Estate Planning, & More
In this video, Continuum Group’s CPA Sarah Dorsey breaks down the proposed One Big Beautiful Bill Act and how it could impact your tax strategy, retirement savings, and financial future. 📌 Key Topics Covered: ✅ Potential tax bracket changes – Will rates stay low or increase after 2025? ✅ Estate & gift tax exemptions – How the new bill could affect wealth transfer strategies. ✅ Child tax credit & standard deduction updates – What families need to know. ✅ Business tax implications – Pa...
Retirement Done Right w/ David & Pat
🔍 Financial Advisors; The Truth About Fees, Fiduciaries & Holistic Planning In this revealing episode of Retirement Done Right, hosts Pat Kalish is joined by Andrew Heuss to pull back the curtain on the financial advisory industry. We expose what "fiduciary" really means, break down hidden fees, and reveal what TRUE holistic financial planning looks like. 🔹 Key Takeaways: ✅ Industry Evolution: From 1970s stockbrokers to modern holistic planners - how the advisor role has transform...
