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Listen "Season 2 - Episode 31: Top 20 Financial Planning Questions Part 2"
Episode Synopsis
Is my estate plan up to date?Have I named my beneficiaries properly?Can I reduce my tax exposure?What is my risk tolerance?Do I know what I own and why?What are my rates of return?Is my investment plan current?What about money is important to me?If I had 5 years to live, what would I change?What are my financial goals?
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