Previous Episode: #383 David Rae

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into retirement, and the advisor's role as a coach to usher in this change.

Barry LaValley LinkedIn: https://www.linkedin.com/in/barry-lavalley-a48a8114/
Barry LaValley Website: http://barrylavalley.com/

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