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Family Financial Wellness: Three Finance Must-dos for Families - Don’t Make These Small Mistakes That Will Have a Big Impact Later
Manage episode 430993016 series 3557371
المحتوى المقدم من Sarah Roselinda Trott. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Sarah Roselinda Trott أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode we are joined by an experienced financial advisor, Laura Davis CFP. Laura shares her expertise in transforming financial lives and provides actionable steps that parents and soon-to-be parents can take to secure a strong financial future for their families.
Learn the three financial must-dos for families that can help set your family up for success.
Full show notes:
Links/resources mentioned: (more links available in full notes article)
Sara Mauskopf CEO and Co-founder of Winnie | winnie.com | LegalZoom Estate Planning | A Parent’s Guide To Building Self-Trust (And Why It Matters)
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