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Ever wonder how cash flow, investments, taxes, and estate planning all fit together? Today, George sits down with Joe Neff, CFP®, CSLP® of Measured Wealth, to break down the process and the payoff of smart financial planning. Joe also shares insights on common retirement questions, behavioral pitfalls, and why a financial plan should evolve alongside major life events.

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

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10 episodes