Terrilyn Brownfield turns financial education into rocket fuel on this episode, sharing her surprising path into finance and how hands-on workshops spark real change in the community. She breaks down purpose-driven planning and the three-bucket strategy, then exposes the costly traps in inherited accounts and sloppy beneficiary designations. Add in market-proof tactics and tax-smart moves, and you’ll leave with a sharper plan...and the confidence to use it!

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