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Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Personalizing Your Plan

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Manage episode 453494469 series 2280163
Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We all engage in financial planning at some level, but many of us tend to focus on the numbers without consideration for how our values should factor into our money decisions. Donna and Nathan take us through the step by step process of building a financial plan, and how to ensure that your efforts are focused on nurturing the parts of your life that are most important to you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/29/2024; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

85 episod

Artwork
iconKongsi
 
Manage episode 453494469 series 2280163
Kandungan disediakan oleh Westwood One Podcasts and Cumulus Providence. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Westwood One Podcasts and Cumulus Providence atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We all engage in financial planning at some level, but many of us tend to focus on the numbers without consideration for how our values should factor into our money decisions. Donna and Nathan take us through the step by step process of building a financial plan, and how to ensure that your efforts are focused on nurturing the parts of your life that are most important to you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/29/2024; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

85 episod

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