Sara Grillo

MAY 8, 2023

Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT. For those of you who are new to my blog, my name is Sara. IUL is NOT what it’s (usually) cracked up to be!

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Insurance Clients Financial Advisor Accounting 59

Sara Grillo

MAY 23, 2022

It’s so clear to me what the future of financial advice is – what it should be – and what it will be. What’s up with these “advice-only financial planners?” For those of you who are new to my blog/podcast, my name is Sara. What is an advice-only financial planner?

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Financial Planner CFP Financial Planning Education 52

Mr. Money Mustache

JULY 18, 2022

And if the following statement rings true to you, you may be suffering from this same hardship: “I think I’m close to having enough money to jump into early retirement, but not quite. After all, you can never be too careful, as the saying goes. This happens way more than you might think. It sounds rational, right?

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Retirement Food Accounting Transportation 127

Sara Grillo

NOVEMBER 14, 2022

Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? Gary Mettler is the “ Annuity Maestro ” and author of “Always Keep Your Hands Up” – The Immediate Annuity Story. For those of you who are new to my blog, my name is Sara.

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Insurance Financial Advisor Retirement License 59

Sara Grillo

FEBRUARY 13, 2023

Don’t let your clients get taken! For those of you who are new to my blog/podcast, my name is Sara. By excluding certain types of stocks, you make it more likely you’ll underperform. Listen to this show. In this podcast we are going to expose the truth about ESG investing. So please subscribe! through use of screens.

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Investing Investments Clients Portfolio 72