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2min chapter
Pam Krueger: How to Find a Financial Advisor
The Long View
The Interconnectedness of Financial Planning and Investment Management
This chapter explores the essential qualifications and roles of financial planners, highlighting the need for a holistic approach that combines investment management with comprehensive financial planning. The discussion includes the importance of registration as RIAs and examines how investment strategies, cash flow, and tax planning are interrelated in promoting overall financial well-being.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode