5 Financial Health Checkup Tips

The What Matters Most Podcast by My Bank First United Bank & Trust
18/02/2021 18 min
5 Financial Health Checkup Tips

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Episode Synopsis

In today's episode, we continue our 3 part series with Jen Jones, Senior Wealth Advisor with First United's Wealth Management department. The topic today is about a financial health checkup! Jen provides 5 tips to ensure your finances are in top shape in the new year.

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