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Listen "The Best ROI Can Not Be Found on Your Brokerage Statements"
Episode Synopsis
Welcoming grandkids is one of life’s greatest joys, but it’s also a powerful reminder to get serious about legacy planning. Discover how to support your children and grandchildren without risking your own financial future. Whether you're thinking about gifting, managing a cross-border inheritance, or just want to leave something meaningful behind, this episode lays it out in plain English. No fluff. Just smart, practical money talk.
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