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We often meet with clients to discuss personal finances and guide them through important tasks like retirement savings and budgeting.

In this episode we share the 5 things you can do NOW to improve your finances if you find yourself in the position we did a decade ago. We discuss how we climbed ourselves out of a big-hole-of-debt using Dave Ramsey's advice.  We also share the key takeaways we learned from that process.

We explain these important topics for every person:  budgeting, saving, retirement planning, and insurance.

In this episode you will get a checklist of items that you should be doing now to ensure financial wellness!

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