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My Comprehensive Planner

Jul 23, 2018

In this episode Jonathan picks up where he left off in the first episode and starts to shine a light on some of the secrets in the financial services industry that you might not be aware of.. 

He expands on some of the dirty secrets he talks about in his book The Master Plan, found at, to include the difference between loaded mutual funds and no-load mutual funds, generic versus custom advice, and the impact of the fiduciary rule.