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Ep 48: The Incomplete Financial Plan
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Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete.
On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible.
Join the exclusive Gen X Wealth Academy: https://bit.ly/3yHAlDD
Book a call with Phil: https://bit.ly/31iOtBO
Phone: (224) 616-2016
Email: PT@BreakoutPrivateWealth.com
Learn how to rebound from investment losses with the Investor Recovery Report: https://bit.ly/3RXQhs9
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