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Maximizing Your Advisor Relationship
Manage episode 428478605 series 2137786
A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
2000 episoade
Manage episode 428478605 series 2137786
A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
2000 episoade
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