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By Andrew Whalen
An unfiltered look inside the wealth management industry—written to empower you with knowledge, awareness, and confidence.
Confessions of a Wealth Manager reveals what many financial professionals won’t: how industry incentives, hidden fees, and vague promises can quietly work against your long-term success.
As a fiduciary advisor, Andrew Whalen shares candid insights to help you make better-informed financial decisions—whether you're working with an advisor or managing your investments independently.
This book is not about promising outcomes—it’s about empowering smart, sustainable choices for those serious about protecting and growing their wealth.
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🎥 On-Demand Webinar Replay: Your Retirement Money Prism™
Retirement should be a time for purposeful living—not guesswork about your finances.
In this educational webinar, Andrew Whalen shares a strategic framework designed to help retirees and pre-retirees think clearly about how different segments of their assets may be positioned for both current income needs and long-term goals.
Here’s what we’ll cover in this session:
This replay is designed to provide an educational perspective on retirement income planning—not specific investment or tax advice.
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