Making Smart Decisions During Major Life Events

Re-Engineering Your Finances Podcast · Dec 15, 2022 · 16m

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life.

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are…