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Do We Need an Advisor?

Jill on Money with Jill Schlesinger

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Financial Advice on Investing, Estate Planning, and Health Insurance

This chapter provides insights on transitioning from a traditional 401k to a Roth, diversifying investments, and the significance of estate planning. It also addresses the importance of planning for health insurance when moving away from a full-time job, while advising listeners to seek professional guidance for financial matters.

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