Behind the Scenes With a Chief Investment Strategist

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Recorded09 Jan 2025

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On this episode of Your Life Simplified, Whitney Reagan, senior wealth advisor, is joined by Jeff Krumpelman, chief investment strategist. He shares his journey to becoming a chief investment strategist, what he does outside of work and his life advice.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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