Simplify Your Planning

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Recorded01 Feb 2023

Publishermeaningfulmoney.libsyn.com ↗

Handlerec:8769684

Show notes

We're getting into the season in earnest today, talking about Simplifying Your Planning. What do we mean by planning - we mean the reasons why you're saving, investing, insuring - the goals you set and the mechanisms you put in place to achieve those goals. We see people over-complicate this, and hence their financial arrangements follow suit.

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