Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.
The Plan Wise, Retire Free Podcast
Retirement Potpourri: Fill In The Blank
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Key Finance Decisions During Major Life Events
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.
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