Episode 2 — Creating Your Financial Lifeline

The Ride: Life, Work and Wealth
15/04/2020 20 min
Episode 2 — Creating Your Financial Lifeline

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Episode Synopsis

As we go through life, we go through many transitions — and our money changes just as much as we do. Today, Kris Dureau shares how he helps clients map out their life and transitions through financial lifelines. Kris discusses why financial lifelines are an important part of his overall planning process and how they …

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