Friday Apr 10, 2026

Ep 41 Own Goal

Jason expresses the crazy idea that a financial advisor should a) present client with options and b) not brag about not doing so. Chael demonstrates that he really did learn about DB pensions. 

https://www.wealthprofessional.ca/news/industry-news/why-none-of-this-advisors-physician-clients-even-asked-about-joining-a-db-plan/391295?hsmemberId=

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