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The Universal Truths in Retirement

By |2023-10-03T15:21:17+00:00October 5, 2023|Podcast|

Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Today we’re going to tell you about the things that everyone will need to take into account when planning for their retirement.

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Ep 10: Financial Planning – When The Customer Isn’t Always Right

By |2022-10-27T13:23:41+00:00June 4, 2020|Her Wealth Matters Podcast|

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?

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Ep 2: Inheritances 101 – What You Need to Know

By |2022-10-27T13:24:09+00:00February 15, 2020|Her Wealth Matters Podcast|

Most of us have very little experience with inheritances. Would you even what steps to take after receiving money or property? Today we’ll identify the mistakes people make when preparing an estate plan, what you should do if you receive an inheritance, and talk about other things you should consider.

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