• Family Financial Wellness: Three Finance Must-dos for Families - Don’t Make These Small Mistakes That Will Have a Big Impact Later

  • Jul 27 2024
  • Duración: 43 m
  • Podcast

Family Financial Wellness: Three Finance Must-dos for Families - Don’t Make These Small Mistakes That Will Have a Big Impact Later

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  • Resumen

  • In this episode we are joined by an experienced financial advisor, Laura Davis CFP. Laura shares her expertise in transforming financial lives and provides actionable steps that parents and soon-to-be parents can take to secure a strong financial future for their families.

    Learn the three financial must-dos for families that can help set your family up for success.

    Full show notes:

    fourthtrimesterpodcast.com

    Links/resources mentioned: (more links available in full notes article)

    Sara Mauskopf CEO and Co-founder of Winnie | winnie.com | LegalZoom Estate Planning | A Parent’s Guide To Building Self-Trust (And Why It Matters)
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