Description
Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?
For more information and show notes visit: https://bwmplanning.com/episode44
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
For more information and show notes visit: https://bwmplanning.com/post/90
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For more information and show notes visit: https://bwmplanning.com/post/89
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