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Kate Phelan in Podcasts

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Kate Phelan, regional director of strategic wealth planning at U.S. Bank in California.

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Money Rehab with Nicole Lapin
A Crisis of Financial Confidence is Reshaping the American Dreamβ€” Here's How to Navigate It, With U.S. Bank

So today, to help tackle this crisis and help you feel more confident, I'm talking with Scott Ford, head of wealth management at US Bank, and Kate Phelan, California regional director of strategic wealth planning and advice.