Financial Story Telling with Steve Alexandrowski

Episode 215  ·  Sep 17, 12:01 AM
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We focused on the power of adventure stories to illuminate financial planning principles, the behavioral challenges clients face when transitioning from wealth accumulation to spending in retirement, and the role of legacy planning, with Steve Alexandrowski, Founder of GEM Asset Management. 

You can learn more about Steve at GEMAsset.net, Facebook, and LinkedIn.

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