It really is more about lifestyle than the product. I retired in June of 2024. I have always managed all of my own money. But after trying to manage all of our money after getting control of my husband and my 401k’s just ended up being a full time job. So I decided to hire a money manager to help me and I am only going to be managing a trading account so I can persue my retirement dreams. I love the team there and can’t tell you how much I have learned from Dan and co. Even in my ability to choose a money manager who thinks like Dan and now I do

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