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Tag: savings

  • Retirement Planning

Ep 211: Repurposing Your Old Financial Accounts

  • March 2, 2023
  • Tagged as: 401k, fees, life insurance, lump sums, pension, retirement, savings

On this episode: If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be…

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  • Ep 214: Why the Customer Isn’t Always Right in Financial Planning
  • Ep 213: What’s the Difference?
  • Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan
  • Ep 211: Repurposing Your Old Financial Accounts
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