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Financial planning at different stages of life
Manage episode 310965941 series 3078735
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Jerry is 20 and starts his financial planning now. He’s smart because he can leverage his long time horizons to make the best of his investments. Paula at 33 is up to update her private retirement scheme and buy insurance: her age is on her side when it comes to reducing the annual premium; and for Mario is time to create value for his family: his kids will appreciate the the funds that dad opened to finance their education.
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