Plan With Dan

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Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.

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Thursday May 10, 2018

Lessons I Have Learned From My Clients Who Have Retired

Thursday May 10, 2018

Just as clients can learn a lot from Dan, Dan can learn some lessons from his clients. Hear about Dan's experiences with retired clients and how they have shaped his financial perspective and strategies.

Click here for Dan's Retirement Rescue Toolkit.

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