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Phillip outlines a thoughtful strategy involving goal-setting discussions, particularly between spouses, to ensure that personal values align with financial decisions. He emphasizes the danger of losing sight of personal goals when dealing with financial advisors and proposes a proactive approach to dealing with personal finances. By understanding the "why" behind their aspirations, individuals can carve an uncommon and rewarding path.
By Uncommon Wealth Partners4.9
105105 ratings
Phillip outlines a thoughtful strategy involving goal-setting discussions, particularly between spouses, to ensure that personal values align with financial decisions. He emphasizes the danger of losing sight of personal goals when dealing with financial advisors and proposes a proactive approach to dealing with personal finances. By understanding the "why" behind their aspirations, individuals can carve an uncommon and rewarding path.

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