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“Changing the retirement industry one beer at a time”

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Guest - Kelly Mann

Friday, March 24, 2023 · 1:01:17

Show notes

On today's beer fueled Retireholics, special guest Kelly Mann joins to discuss a fight between Tom Clark and Schlichter, a major threat to the 401k, Morgan Stanley Advisors using ChatGPT4, and bragging about the new clients you've won.
← Newer Retireholics Older → Debate: Jake Rushton and Steven T. Wilkinson

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