I discuss what to look for when choosing a financial planner, Greece’s bailout proposal and what to expect with their EU exit, indexed universal life insurance policies, ESPP vs. RSU stocks and common factors in people who fail at retirement.

Summary: I discuss what to look for when choosing a financial planner, Greece’s bailout proposal and what to expect with their EU exit, indexed universal life insurance policies, ESPP vs. RSU stocks and common factors in people who fail at retirement.