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Building Your Financial House - The Advisor’s Role, Room by Room
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What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master contractor to coordinate investment management, tax planning, insurance coverage, estate strategies, and retirement planning. Learn how comprehensive financial planning can help protect your assets, reduce taxes, and build long-term security.
Food for Thought:
Raclette Tips & Tricks
Prep your pairings: Traditional raclette is melted over potatoes, but it’s even better with crusty bread, pickles, cured meats, and roasted veggies.
Use cast iron or nonstick trays: If you have a raclette grill, mini nonstick pans make cleanup easy. No grill? Try melting raclette cheese under the broiler in small ramekins.
Don’t skip the pickles: Cornichons and pickled onions cut through the richness and are considered a must-have.
Mix cheeses: If you can’t find raclette, use a blend of Gruyère, Fontina, or even Brie. Just go for meltiness!
Make it a party: Raclette is meant to be interactive! Set it up like a mini bar and let everyone melt and top their own.
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