12/10/23: Out with the Old – In with the New!

ARCHIVE DO NOT USE - Financial Health and Wealth Show
10/12/2023 41 min
12/10/23: Out with the Old – In with the New!

Listen "12/10/23: Out with the Old – In with the New!"

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Episode Synopsis

One way to ring in the New Year is by bringing in your statements and having a consultation – looking at your allocations, where money is going, where it’s invested, and any missing pieces…it gives you a nice fresh start.
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