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The Limitations of Robo-Advisors - Financial Straight Talk

Financial Straight Talk

Robo-advisors may have their place in retirement planning, but for those near or in retirement, a human financial advisor is essential due to the limitations of robo-advisors in terms of investment options, management style, and legacy planning.

In this episode, Jim discusses how a financial advisor may provide personalized advice and understand the emotional side of retirement planning.

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The Limitations of Robo-Advisors - Financial Straight Talk