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Taking Ownership of Your Life and Who Sits at Your Table with Anthony O'Neal- Episode 947

That Sounds Fun with Annie F. Downs

CHAPTER

Articulating Financial Visions and Lighthearted Conversations

This chapter emphasizes the significance of clearly communicating one's financial goals to a planner, illustrating how it influences decision-making. It also includes personal anecdotes and light commentary on dating, blending professional insights with personal interests.

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