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Opportunities Missed: Why The Heck Are You Paying That Crappy Advisor?

Financial Residency
Financial Residency
Episode • Apr 19, 2019 • 24s

Emma and Jack share their low hanging fruit and, indirectly, the opportunities missed by their financial advisor. Both Kayse and I are a bit offended and hope to square things away for this married couple. We talk about not having access to group health insurance and why they’re not saving more in taxes. We also talk about the positives and explore potential ways Emma and Jack can capitalize.

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