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Retirement Planning Philosophy and Process Dialog: EDU #2450

Retirement Planning Philosophy and Process Dialog: EDU #2450

Update: 2024-12-11
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Jim and Chris once again welcome their colleague, Jake Turner, EA, and Candidate for CFP® certification, to the show. Together, they address listener questions and take a deeper dive into their retirement planning philosophy and process.


The post Retirement Planning Philosophy and Process Dialog: EDU #2450 appeared first on The Retirement and IRA Show.

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Retirement Planning Philosophy and Process Dialog: EDU #2450

Retirement Planning Philosophy and Process Dialog: EDU #2450

Jim Saulnier, CFP® & Chris Stein, CFP®