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The Heart of Your Money

Dec 20, 2021

Ever heard of a RIF? Don’t worry if not! I’ll explain what it means for you & your retirement in my latest podcast episode. Listen here.

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Dec 13, 2021

Do you know how your financial planner gets paid? Because it matters - it may affect the quality of your service and bottom line. Learn why you need to know how they make their money here.

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Dec 6, 2021

It’s almost a new year, so it’s time to get your end-of-year financials in order. In this podcast I’m going over how to close out 2021 & set up for 2022 success.

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