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Life Planning is Financial Planning Done Right

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Mon 14 Dec 2020
Episode Link
https://srbadvisors.com/life-planning-is-financial-planning-done-right/

Life Planning is a personal approach to financial planning that starts with a conversation about your life goals and dreams. We often don’t give ourselves the time and space to really think about what we want for our lives now, in the near future, and in retirement As humans, we tend to have tunnel vision […]

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