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July 26, 2023 7 mins

On today’s Unshakeable Retirement, Doug and Dale discuss:

  • Do you recall the movie Moneyball? 
  • Why is the sweet spot between the accumulation phase and distribution phase of the retirement plans so much in your strike zone for your clients?
  • Can you talk about your gift which is solving puzzles and not focusing on problems?
  • Why is it so important for you to get buy-in from them when it comes to creating the perfect retirement plan for them?

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Phone: 952-401-1671

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