Joining Me Now Ep. 28: Wealth Preservation & The Importance of Fiduciaries
New Focus on Wealth with Chad Burton · New Focus on Wealth
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Show Notes
On this episode of Joining Me Now, Rob and Chad talk about taxes, financial planning, wealth preservation, and more. Listen as Rob and Chad discuss the importance of working with a fiduciary and avoiding salesmen that don’t have your best interest in mind. Rob and Chad identify and break down the various steps to planning and executing a successful financial plan for you and your loved ones.
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