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How to Start a Financial Plan, with Tom Gardner and Amanda Kish
Motley Fool Money
Estate Planning - Is Your Portfolio in Line With Your Income?
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In many cases, from the age of 18 until the birth of a child, there is a lot of planless behavior going on. A small movement can really reap some big rewards down the road. If you're a couple who has a two children, for example, if you haven't done any estate planning, that's something that you'd really want to look into. And then also, looking at their investments through that financial planning lens may not be a great portfolio for them or someone else.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode