Episode 132 - Creating a Comprehensive Retirement Strategy with guest P.J. DiNuzzo, CPA, PFS, AIF, MBA, MSTx

Published: July 1, 2015, 4 a.m.

Creating a Comprehensive Retirement Strategy, Guest: P.J. DiNuzzo, CPA, PFS\xae, AIF\xae, MBA, MSTx, Episode 132 - TOPICS COVERED: Guest Introduction: P.J. DiNuzzo, CPA, PFS\xae, AIF\xae, MBA, MSTx, A Little Bit More about Jim and What a Meeting with Jim Looks Like, Meeting with P.J. DiNuzzo, Defining \u201cFiduciary Standard\u201d, A Second Consultation with P.J. DiNuzzo, \u201cI want to commit. Now what?\u201d