The Illusion of Safety: Mutual Funds, Market Smoke, and Legacy Risk
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The Illusion of Safety: Mutual Funds, Market Smoke, and Legacy Risk
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About this listen
Logan and Don pull back the curtain on pooled mutual funds, exposing hidden fees, lack of control, and why “headline gains” often turn into fluff when you actually need income. Then they show how real planning—stress-testing your portfolio, building reliable income streams, and putting a simple, funded estate plan in place—creates a wall that protects both your lifestyle now and your family later.
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