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Dr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
By MY Wealth PlannersDr. Dan and Daniel discuss another year wrapping up in financial planning. What stood out in 2025, what to tie up before the end of the year, and some anticipation for 2026.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults