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My Two Cents

My Two Cents

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December 2nd 2020: Financial Planning as a Treasure Hunt

This episode continues the theme advanced in Episode 8 ("Financial Planning Done Right") that addressing the non-investment elements of financial planning is every bit as important as portfolio management. J.R. continues to hammer this point home using real-life examples pertaining to social security optimization, qualified retirement plans, employee benefits, and asset registrations/beneficiary designations.

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