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Nov '22 in
How To Not Let The News Derail Your Investment Strategy
We get asked all the time how the news will affect the markets. My answer is not what you think. (complete with recent example)
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Oct '22 in
Fridays With Phil #46
The most important function of my job is to answer financial questions. The most often asked questions always start with "Can I...?" Watch the video to see how we help guide our clients to the answer that makes sense to them.
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Oct '22 in
Gen X Wants To Know...Am I Going To Be Ok?
What does your advisor do? If the answer is put you in a portfolio and try to sell you insurance this video is for you. I feel that a great advisor has two jobs. 1. Listen 2. Answer Financial Questions
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Oct '22 in
Why Gen X Needs To Think Differently About Their Wealth
The old wall street model may have worked for your parents...but it will not work for us.
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New comment Oct '22
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skool.com/gen-x-wealth-academy-9959
Successful Gen X families are feeling squeezed.
We can help.
$ Financial Roadmap Meeting
$$ Breakout Wealth Academy
$$$ Breakout Private Wealth
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