Episode 39
Financial Tic Tac Toe-IN-Case Accounts
Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen
June 8, 201616m 55s
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Show Notes
This Financial Tic Tac Toe Grid is a tool I use to see what's most important for each part of your financial plan. Listen in as I talk about IN-Case Accounts, the most important things to know and then at the end I will tell you exactly where I put my clients' IN-Case Account money. Enjoy