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6min chapter
Ep 135: Midlife Money Moves: Investing Wisdom for Financial Security
rich & REGULAR with Kiersten and Julien Saunders
Balancing Goals and Simplifying Accounts for Financial Security
This chapter emphasizes the need to balance different financial goals in midlife, including the importance of having funds for unexpected expenses, considering specialty accounts for specific goals, consolidating accounts for clarity, and the benefits of estate planning.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode