Latest / Life. Money. You.® Podcast
S1|E46: Behind The Scenes of Financial Planning
Join Bjorn as he welcomes Jim Kastner, CFP® to the podcast, new friend, and financial advisor with decades of experience. We'll talk you through what financial planning is, how an advisor can help, and so much more.
The material we will be discussing is not intended as ERISA, legal, accounting, or tax advice, nor is it intended to provide specific advice or recommendations for any individual. To determine which strategies orinvestments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
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The skinny
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