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Financial Symmetry: Balancing Today with Retirement - Tools for Making Better Financial Decisions, Ep #211

Tools for Making Better Financial Decisions, Ep #211

Financial Symmetry: Balancing Today with Retirement

03/12/24 • 21 min

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While most of our listeners are in or on the cusp of retirement, many have loved ones who are earlier in their careers. Often we get questions on how our listeners and clients can help their younger family members make better financial decisions.

As we celebrate International Women's Day with this episode, you’ll meet our newest CFP, Niamh Douglas. Niamh and Allison discuss some tools and strategies to help young people who are just starting out get off on the right financial foot.

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03/12/24 • 21 min

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