DiscoverBooks & The BizCould You Be Losing Millions? Proactive Planning Matters
Could You Be Losing Millions? Proactive Planning Matters

Could You Be Losing Millions? Proactive Planning Matters

Update: 2025-08-13
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In today's discussion, we delve into the crucial topic of succession planning and its impact on your financial future. The article from The Economic Times emphasizes the necessity of thorough planning to achieve desired outcomes. Rich and I stress the potential consequences of neglecting this important aspect of financial management, urging our audience to take proactive steps towards securing their retirement goals.

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Could You Be Losing Millions? Proactive Planning Matters

Could You Be Losing Millions? Proactive Planning Matters

Dan Paulson and Richard Veltre