Welcome to this week's  episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! Have you ever wondered if you are saving in the right places for your situation? Have you ever wondered if you are saving but failing to optimize your growth from a tax situation? In this week's podcast I explore the rules of thumb for how to prioritize your savings. Listen in to today's episode for more and also subscribe to our Wisdom and Wealth Newsletter.

As Always we are wishing you continued Truth, Beauty and Goodness on the road ahead. 

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
[email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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