• The Importance of Wealth Location

  • 2024/09/17
  • 再生時間： 14 分
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The Importance of Wealth Location

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  • In this conversation, Joe discusses the importance of early financial planning and reviews for the end of the year. He emphasizes the benefits of planning early, such as reducing stress and taking advantage of tax and social security strategies. Joe also shares a personal anecdote about his parents starting their Christmas shopping early and highlights the importance of updating and improving financial plans. He offers a free analysis for new clients and invites listeners to attend a workshop on Social Security and retirement income.

    Ready to connect with Joe? Click here to get started.

    See omnystudio.com/listener for privacy information.
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In this conversation, Joe discusses the importance of early financial planning and reviews for the end of the year. He emphasizes the benefits of planning early, such as reducing stress and taking advantage of tax and social security strategies. Joe also shares a personal anecdote about his parents starting their Christmas shopping early and highlights the importance of updating and improving financial plans. He offers a free analysis for new clients and invites listeners to attend a workshop on Social Security and retirement income.

Ready to connect with Joe? Click here to get started.

See omnystudio.com/listener for privacy information.
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