Episode 6Runtime 39 min 5 secBy Shaun M. Jones, CFS, CFP®
Denise Menelly on Retirement Shaun talks with Denise Menelly, a veteran of the banking industry, about the process of retirement.
About the author
Founder of Jones Fiduciary Wealth Management. He spent nearly two decades on the legacy side of the industry before building a fee-only fiduciary firm where the tax strategy comes first and the portfolio follows. Author of UnBrainwashed Investing.
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