A Personal Message From the Future - podcast episode cover

A Personal Message From the Future

Feb 03, 2023
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Episode description

In my 30 years as a financial planner, not one person reached retirement age and wished they had done less to prepare — which is why a prospect telling me, “I’m not retiring yet!” was a sad surprise. In this episode, I reveal the three most common reasons people avoid financial planning, and what you …

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