• The Essence of Planning

  • Jul 30 2024
  • Length: 21 mins
  • Podcast

The Essence of Planning

  • Summary

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    I realized that “planning is planning,” and how many similarities there are between business planning and Retirement Planning. There are necessary steps in business plans, and there are necessary steps in retirement planning. A sequential and organized approach to both business and retirement planning will produce the best results.



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