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The Importance of a Comprehensive Financial Plan
Manage episode 430354865 series 3561330
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The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that considers personal goals and provides guidance on various areas of finance. The hosts encourage listeners to seek a second opinion and consider working with a financial advisor who takes an analytical approach.
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