Rate My Retirement
by Dan Casey
October 28, 2021 1:00 am
Welcome to Rate My Retirement, where we provide an in-depth analysis into various retirement planning strategies and offer suggestions to enhance the plan itself. Hosted by Dan Casey, President of Bridgeriver Advisors and best-selling author, our show highlights unique case studies in each episode to showcase the best and worst retirement planning decisions you can make. Dan brings a unique perspective to the retirement planning industry. He simplifies the financial landscape, so clients understand exactly where their money is and how it’s effectively working for them with the lowest fees possible. Join us for each episode that’s full of lessons to be learned. Remember, at the end of the day, it’s not what you make – it’s what you keep!
Recent Episodes
Rate My Retirement - Episode 4 (Brian and Julie Evans Case Study)
3 years agoRate My Retirement - Episode 3 (Michael Dejarnette Case Study)
3 years agoRate My Retirement - Episode 2 (Elizabeth Case Study)
3 years agoRate My Retirement - Episode 1 (Gary & Patrice Case Study)
3 years ago