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Thinking Beyond "The Money" (plus Gen Z is rockin'!)

The Stacking Benjamins Show

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I Don't Get Involved in Estate Planning

Financial planners who say that well, I don't deal with insurance Why? That's part of the deal. So tell your existing person to get with the times. It's not just like hey I'm gonna be an investment guy. I'm your investment guy it's about the financial plan that you've created and all of those tools work together.

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