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June 24, 2025 14 mins

Richard Warner of Warner Financial Solutions relates washing one’s hands after going to the bathroom to how someone should not leave their retirement plan on autopilot. Richard explains how even new cars need maintenance and retirement plans that may have worked well 20 years or even five years ago need check-ups to see if they will last past someone’s death. Richard says that people should meet with their advisors at least once a year and more often, if they are taking in more from their accounts. And Richard shares how baseball coaching has kept him busy outside of the office.

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