• Life Planning 101 - From Taxes to Retirement and Beyond

  • Mar 8 2025
  • Duración: Menos de 1 minuto
  • Podcast

Life Planning 101 - From Taxes to Retirement and Beyond

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  • Resumen

  • In this episode, we break down the fundamentals of comprehensive life planning, starting with optimizing your tax strategy and building a solid retirement foundation. We'll explore how to navigate complex financial decisions, from insurance to estate planning, ensuring your future is secure. Finally, we'll discuss the importance of aligning your financial goals with your personal values, creating a roadmap for a fulfilling life beyond retirement.
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