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4min chapter
Mark Berg: How to Help Kids Financially Without Ruining Them
The Long View
Navigating Financial Support for Major Life Events
This chapter delves into the challenges financial advisors face when assisting clients with major life events such as weddings and home buying. It highlights the need for balancing personal biases with clients' cultural values and providing practical principles for effective financial support.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode