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Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Who Should Set Financial Goals: You or Your Advisor?

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Manage episode 478943151 series 1530176
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Take Control of Your Money and Chart Your Course! It’s time to take the wheel of your financial ship! In this episode, we’re breaking down how you can hit your biggest money goals—whether that’s retiring on a beach, building your emergency fund, or finally taking that dream vacation. You’ll learn how to tackle money fears, take simple steps that lead to big wins, and discover why having the right financial advisor by your side is like having the perfect first mate in stormy market waters. Don’t let your finances drift off course—grab your captain’s hat, and let’s steer your ship toward success! Tune in now!
  continue reading

210 episodes

Artwork
iconShare
 
Manage episode 478943151 series 1530176
Content provided by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Douglas Goldstein and Douglas Goldstein | CFP® | Profile Investment Services or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Take Control of Your Money and Chart Your Course! It’s time to take the wheel of your financial ship! In this episode, we’re breaking down how you can hit your biggest money goals—whether that’s retiring on a beach, building your emergency fund, or finally taking that dream vacation. You’ll learn how to tackle money fears, take simple steps that lead to big wins, and discover why having the right financial advisor by your side is like having the perfect first mate in stormy market waters. Don’t let your finances drift off course—grab your captain’s hat, and let’s steer your ship toward success! Tune in now!
  continue reading

210 episodes

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