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Making a Financial Plan That Sticks (with Lawrence Sprung)

The Stacking Benjamins Show

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The Importance of a Holistic Financial Plan

Larry Miltlin: I think holistic is overused. What it really should be is having somebody who's actually devising a plan, giving you a full picture of where you are today and where you want to be. He says investments happen to be one part of that. Other areas of that are insurance. Also looking at property and casualty insurance, which a lot of times gets overlooked.

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