First Friday Feedback: October 2022

In this month's episode, Phil starts by sharing two things he's heard from advisors over the past 90 days and ends by unpacking listeners' feedback from last month's podcasts, and concludes with the topic of estate planning. 

In this episode, Phil reminds us of the importance of being proactive and having a more systematic approach to planning. Without it, we run the risk of being caught unprepared when circumstances change and evolve.

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Please send Comments, Questions, and Feedback to: [email protected]

Please send First Friday Feedback submissions to: [email protected]