Join two financial planners as they share practical money tips and insights, mixing humor with valuable advice to help you improve your financial well-being.
Episode 19: What to expect when you first meet with a Financial Planner
S2 E19 • 60 mins • Jul 9, 2025
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Recent Episodes

Jul 9, 2025
Episode 19: What to expect when you first meet with a Financial Planner
S2 E19 • 60 mins

Jun 24, 2025
Episode 18: Client Magnetism - How to Attract Your Ideal Clients
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Episode 15: One Size Doesn’t Fit All: Crafting Your Income Plan in Retirement
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