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In this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.
By John Croze, John GoodhueIn this episode Coach Croze, John Goodhue, and Jeff Shade discuss tax-smart investing strategies if you're nearing retirement, life events that can trigger liquidity issues, listener questions, and the PRIME approach APO Financial uses.