Show notes:

Paul Farella, CDAA™Managing Director at Willow InvestmentsLinkedIn: https://www.linkedin.com/in/paulfarella/

PlannerDAOJoin the PlannerDAO: https://www.plannerdao.io/sign_upLearn more about PlannerDAO here: https://lnkd.in/efa4F8ELearn about the CDAA designation here: https://lnkd.in/eMbcCeh

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit plannerdao.substack.com