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Ep #55: Do I Need a Financial Planner? Or a Wealth Advisor? Yes, it's Confusing.
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In the latest episode, Joe and Lindsay dive into the often-perplexing world of financial professionals and their designations. With titles ranging from financial advisors, financial planners, investment advisors, and wealth managers, Joe and Lindsay look at untangling the confusion surrounding these roles.
Read the full show notes and find more information here: EP 55 Show Notes
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