January 14, 2025 • 16 mins
Scott Brown with Edgewater Family Wealth joins us to talk about how often you should visit your financial adviser: once a year before retirement, two-times a year if you are retired. He also discusses the troubles involved when folks try to diversify their portfolio with different brokers. Scott also shares whether whole life insurance is a good investment product. He wraps things up by announcing his upcoming events around Central Florida.
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