Simplify Your Investments

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Recorded22 Feb 2023

Publishermeaningfulmoney.libsyn.com ↗

Handlerec:8769681

Show notes

Today we're continuing our season about Simplifying Everything and talking specifically about simplifying your investments. We certainly see a lot of complexity here when clients come to us. And while not everyone has a super-simple situation - sometimes complexity happens by accident - in almost every case, there's a level of simplification that can be achieved, and usually quite easily and quickly.

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