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A "Simple" Financial Plan, Financial Planning by Decade of Life, and One-Time versus Long-Term Plans
Manage episode 489063988 series 3577077
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Dr. Dan & Daniel discuss what financial planners think about when presented with a "simple" financial plan. They then move to how financial planning is focused on a decade-by-decade basis for many people. Finally, they wrap up on the question of the value of a one-time financial plan versus a long-term financial plan.
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