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Today I’m tackling part four of our series on financial advisors.
Specifically, I’m covering three BIG things:
If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you.
NEED TAX + RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering.
👉 Learn more here!
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
4.7
513513 ratings
Today I’m tackling part four of our series on financial advisors.
Specifically, I’m covering three BIG things:
If you want to understand some of the most misunderstood financial terms + learn how to find a qualified advisor, today’s episode is for you.
NEED TAX + RETIREMENT PLANNING HELP?
Click to Learn more about our FREE Retirement & Tax Analysis
We specialize in helping people aged 50+ lower taxes, invest smarter, and (safely) create a retirement paycheck.
Our Free Retirement Assessment™ will help you evaluate our firm and others you might be considering.
👉 Learn more here!
***
Episode Resources:
📬 Join the Stay Wealthy E-Newsletter
✏️ Grab the Episode Show Notes
📘 Pre-Order the More Than Money Book
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