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Ep 39: The Wealth Planning Pyramid

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When? This feed was archived on June 02, 2024 10:25 (4M ago). Last successful fetch was on October 17, 2023 17:51 (11M ago)

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Manage episode 305133054 series 2484810
Content provided by Dan Reese. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Reese or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.

Contact:

https://www.averywealth.com/

517-783-1695

  continue reading

106 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on June 02, 2024 10:25 (4M ago). Last successful fetch was on October 17, 2023 17:51 (11M ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 305133054 series 2484810
Content provided by Dan Reese. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Reese or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.

Contact:

https://www.averywealth.com/

517-783-1695

  continue reading

106 episodes

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