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Show Notes
Don continues from Retiremeet 2023 talking with tax planning expert, Diana Bacon about the importance of long-term tax planning. Then, Tom finally drops by for a few minutes to explain how you can watch. Apella Wealth's Director of Financial Planning, Jason Gentile discusses the value of a detailed financial plan.
A caller asks why would a planner using a short-term bond ETF?
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A caller asks why would a planner using a short-term bond ETF?
Learn more about your ad choices. Visit megaphone.fm/adchoices