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25 Years of Financial Planning Lessons: Building Wealth Around the Life You Want (Ep. 43)

Financial decisions can look straightforward on paper, but when you're trying to build wealth around the life you actually want, the mathematically optimal choice may not always feel like the right one.

How should you think about decisions involving retirement, Social Security, your mortgage, or investments when your values and priorities matter just as much as the numbers?

In this episode, Abbey Henderson reflects on 25 years as a financial advisor and shares five lessons that have changed how she approaches financial planning. She explores why decisions about mortgages, Social Security…

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