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Guest: Kevin Spaeth

Friday, April 4, 2025 · 1:21:44

Show notes

First time guest alert! Kevin Spaeth of PenChecks Trust joins as this week's special guest.

Topics to include: LPL Financial acquiring Commonwealth Financial Network, the new Betterment Podcast, 401GO has a new partnership, the TikTok Financial Advice trend, and Schlichter strikes out again.
← Newer Deb Rubin, CFP on Retireholics Older → Retireholics - Our guest backed out.

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