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Financial Home Stretch

Financial Home Stretch

著者: David Dean Polatis
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このコンテンツについて

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • Yes, you need an estate plan
    2025/05/24
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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    1分未満
  • 9 strategies if you’re laid off right before retirement
    2025/05/17
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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    1分未満
  • The Color of Risk
    2025/05/03
    In this episode we talk about your finances and how much risk you are currently taking vs. what you need or would like to take. We talk about strategies for managing your financial risk.
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    1分未満

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