New Year, New Goals, do you have a Financial Plan? - podcast episode cover

New Year, New Goals, do you have a Financial Plan?

Jan 03, 202327 min
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Episode description

In this week's episode,

Markets Update: Have the markets already discounted a recession?

Empowering Education: The benefits of having and reviewing a Financial Plan.

Intriguing Issues: The Secure Act 2.0 & Southwest Airlines Cancellations. 

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