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Wealth Management Secrets - Unveiling Money Myths
Manage episode 398952180 series 1043161
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Wealth management professional Sharon Carter discusses common money myths, particularly those affecting individuals from Africa and the Caribbean. As a specialist in life insurance, annuities, and long-term disability at Northeast Planning Group, Carter highlighted the limitations of traditional saving methods such as storing money in banks or under mattresses. She underscored the necessity of diversification and financial education, touching on various financial buckets like tax-deferred, taxable, and tax-exempt vehicles.
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