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    5 steps to build a financial plan #shorts #financialfreedom #financialplanning
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    5 steps to build a financial plan #shorts #financialfreedom #financialplanning

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    Probate is a crazy process - help your kids through it with estate planning!
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    Probate is a crazy process - help your kids through it with estate planning!

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    Estate planning is not just about preparing for probate. Planning for incapacity is critical!
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    Estate planning is not just about preparing for probate. Planning for incapacity is critical!

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    Estate planning is critical to make sure your kids are taken care no matter what!
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    Estate planning is critical to make sure your kids are taken care no matter what!

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    Probate is a LONG process. Don't make your kids navigate that without an Estate Plan!
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    Probate is a LONG process. Don't make your kids navigate that without an Estate Plan!

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    Keep this in mind if you are Roth IRA Planning in a high cost of living state!
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    Keep this in mind if you are Roth IRA Planning in a high cost of living state!

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    A day in the life of a Financial Planner (Join me live on Friday Mornings!)
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    A day in the life of a Financial Planner (Join me live on Friday Mornings!)

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    Complex investment strategies rarely beat buy and hold! #shorts #investment #financialfreedom
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    Complex investment strategies rarely beat buy and hold! #shorts #investment #financialfreedom

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    Understand probate and you'll understand why estate planning is critical!
    0:49

    Understand probate and you'll understand why estate planning is critical!

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    Estate planning and financial planning go hand in hand #shorts #estateplanning #financialplanning
    0:54

    Estate planning and financial planning go hand in hand #shorts #estateplanning #financialplanning

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    Estate planning will help your inheritors through the costly probate process
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    Estate planning will help your inheritors through the costly probate process

     4  views
    I'm a Financial Planner and love helping people find Financial Freedom! Join me live Friday mornings
    0:34

    I'm a Financial Planner and love helping people find Financial Freedom! Join me live Friday mornings

    If you want Financial Freedom you NEED and emergency fund! Video link in comments
    0:22

    If you want Financial Freedom you NEED and emergency fund! Video link in comments

     1  view
    Employers can now choose Roth retirement contributions! #shorts #rothira #financialfreedom
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    Employers can now choose Roth retirement contributions! #shorts #rothira #financialfreedom

    The problem with online financial influencers... #shorts #financialfreedom #financialplanning
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    The problem with online financial influencers... #shorts #financialfreedom #financialplanning

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    Hate your job? You have some options #financialfreedom #financialplanning #jobsearch
    0:59

    Hate your job? You have some options #financialfreedom #financialplanning #jobsearch

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    Pensions can be great, but it's not needed for financial freedom! #shorts #financialfreedom #pension
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    Pensions can be great, but it's not needed for financial freedom! #shorts #financialfreedom #pension

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    Why an Emergency Fund is Essential For Financial Freedom (LET'S DESIGN ONE!)
    23:19

    Why an Emergency Fund is Essential For Financial Freedom (LET'S DESIGN ONE!)

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    Financial Planning tip: use your 401k to contribute to a Roth IRA 👈
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    Financial Planning tip: use your 401k to contribute to a Roth IRA 👈

     13  views
    What happens if you don't have an Estate Plan?
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    What happens if you don't have an Estate Plan?

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    Let's find Financial FREEDOM (Join our Financial Planning community LIVE Every Friday Morning!)
    0:55

    Let's find Financial FREEDOM (Join our Financial Planning community LIVE Every Friday Morning!)

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    An estate plan is critical to a proper financial plan! #shorts #financialfreedom #financialplanning
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    An estate plan is critical to a proper financial plan! #shorts #financialfreedom #financialplanning

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    You can't plan for Financial Freedom without Virtue ✨ #shorts #financialfreedom #financialplanning
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    You can't plan for Financial Freedom without Virtue ✨ #shorts #financialfreedom #financialplanning

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    If you're saving for retirement changing jobs can be stressful #shorts #retirement #financialfreedom
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    If you're saving for retirement changing jobs can be stressful #shorts #retirement #financialfreedom

     5  views
    Vacations, Bank Runs, & What Comes Next - Finding Financial Freedom In Uncertainty
    27:36

    Vacations, Bank Runs, & What Comes Next - Finding Financial Freedom In Uncertainty

     4  views