Adam Koos, CFP®, CMT®

Earlier this year (in January), we had a podcast with a guest speaker, followed by a public webinar on the same topic, and the topic was such a big hit, we decided to co-author an article on the subject matter. […]

For those of you who missed the podcast/video we sent out a few weeks ago, this particular topic turned out to be a big hit, so I thought I’d transcribe it into article form for those who prefer to read […]