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Ep 17: Is Your Your Financial Plan Out of Tune?

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

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Ep 11: From Travel to Campaign Donations: Financial Topics in the News

Today, we’re talking about financial topics in the news, including the travel sector and campaign donations. Find out how these things can affect you and your planning process.

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