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The Heart of Your Money

Nov 30, 2020

We all need to save for retirement & get set up for success. In this post I’m going over 5 common pre-retirement mistakes people make so you avoid them. 

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Nov 23, 2020

How your financial planner is compensated matters. How does yours get paid? The way a financial professional makes their money may affect the quality of service they give, or the products they encourage you to invest in.

In this podcast, I’m going over the different ways your financial planner might be compensated...