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Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan

Joining Me Now Ep. 26: Insightful Tests For Your Financial Plan

New Focus on Wealth with Chad Burton · New Focus on Wealth

May 15, 202336m 44s

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Show Notes

The latest episode of Joining Me Now covers the various tests that can help determine the likelihood of your finances successfully supporting your retirement. Rob and Chad take a question from a listener about inherited IRAs and identifying the best time to take the tax hit. Finally, Rob and Chad discuss why enabling your children with finances can be detrimental for everyone involved. Listen now!

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Topics

investingfinancialplanning