In this episode of the SimplyAdvised podcast, we speak with Wealth Harvest Group’s Fredrick Pratt Sr, MFA, RWM and Frederick Jr, CFP®, CLU about the importance of understanding your clients, their collective philosophy, and the concept of sequence of returns with retirees.
Let's discuss the do’s and don’ts of RRSP’s and the craziness behind GameStop.
How to minimize the stress and maximize the fun. Let’s have a plan.