Latest / Your Life Simplified: A Financial & Wealth Management Podcast
What We're Grateful For
In preparation for Thanksgiving, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share what they are grateful for. Each discusses one thing in the financial industry and one personal thing they are cherishing this season. Listen to hear more about their gratitude for compounding interest, investments and financial planning.
The skinny
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