Steve Medland is a Certified Financial Planner and co-founder of TABR Capital Management, an independent, fee-only financial planning firm based in Orange County, California. Today, he is going to talk about issues that the Millionaire Next Door faces.
July 15, 2017
1) Tell me about the millionaire next door type clients that you serve.
2) What are the most pressing issues that the Millionaire Next Door faces?
3) What advice would you give our listeners on how best to prepare for retirement?
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