November 23, 2024 - Segment 1: Making a Plan
Episode 181, Nov 25, 2024, 04:12 PM
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Legacy preservation and making a strong financial plan to go into the new year with.
In the first part of this podcast episode, we dive into the essential process of creating a financial plan, with a strong focus on legacy preservation. This segment covers the foundational steps necessary to build a comprehensive financial strategy that not only ensures financial success today but also preserves wealth and values for future generations.