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450 | Catching up to FI | Becky Heptig & Bill Yount

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How to Move to a New Institution

Bill and Becky were in a private bank at a large institution with no advisor. They spent about 1% of their money on getting absolutely no advice. It was easy to pull away from there, but overcoming that inertia is really the hardest part. "It feels very good to be an owner of your own funds," Bill says.

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