Personal Pension Radio

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.
Direct download: Kraig_Case_Study.mp3
Category:Personal Finance -- posted at: 7:00am PDT