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Dave Zoller, CFP®

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00:00 Where Am I?
00:30 It made him 2nd guess his decision
00:53 The Backstory
01:12 The First Problem
01:50 Another retiree's problem
02:30 This disappears in retirement
03:03 Rest, Test, & Learn
03:30 Client Story 1
04:35 An Alternative Investment
05:03 Alt Investment Number 1
05:27 Alt Investment Number 2
06:00 Alt Investment Number 3
06:30 Client Story 2
08:13 7 Important Accounts For Retirement
08:20 Strategic Withdrawal Strategy to lower taxes


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