“After listening to the podcast for a couple years, we attended a free webinar Jason held and signed up for his free one on one sessions.
Jason answered ALL our many questions and spent several hours with us going over social security, life expectancy, legacy, goals, Roth conversions, long term care, asset allocation, and what if one of us died early. He didn’t charge us a penny. Jason knows how to listen.
We feel much more confident in our plan and saying that during this pandemic is saying a lot. Completely impressed and appreciative of Jason, his staff and the podcast. Thank you! Love this podcast and have learned much.”
HereToLearn via Apple Podcasts ·
United States of America ·
06/27/20