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The Importance of a Comprehensive Financial Plan
Manage episode 430354865 series 3561330
Kandungan disediakan oleh Impact Partnership and Jim Fox. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Jim Fox 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.
The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that considers personal goals and provides guidance on various areas of finance. The hosts encourage listeners to seek a second opinion and consider working with a financial advisor who takes an analytical approach.
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