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Indhold leveret af Westwood One Podcasts and Cumulus Providence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Westwood One Podcasts and Cumulus Providence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Personalizing Your Plan

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Manage episode 453494469 series 2280163
Indhold leveret af Westwood One Podcasts and Cumulus Providence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Westwood One Podcasts and Cumulus Providence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
We all engage in financial planning at some level, but many of us tend to focus on the numbers without consideration for how our values should factor into our money decisions. Donna and Nathan take us through the step by step process of building a financial plan, and how to ensure that your efforts are focused on nurturing the parts of your life that are most important to you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/29/2024; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episoder

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Manage episode 453494469 series 2280163
Indhold leveret af Westwood One Podcasts and Cumulus Providence. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Westwood One Podcasts and Cumulus Providence eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
We all engage in financial planning at some level, but many of us tend to focus on the numbers without consideration for how our values should factor into our money decisions. Donna and Nathan take us through the step by step process of building a financial plan, and how to ensure that your efforts are focused on nurturing the parts of your life that are most important to you. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 11/29/2024; Original Air Date: 11/22/2022. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

65 episoder

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