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Money Expert: The GREATEST Wealth Transfer Just Started (Don’t Miss Out!) | Chris Camillo

The Iced Coffee Hour

CHAPTER

Simplifying Wealth Management with the Barbell Theory

This chapter focuses on the significance of setting realistic expectations in financial planning with friends and family. It explores the barbell theory of investing, highlighting a balanced approach between high risk and security, while providing insights on simplifying wealth management for those feeling overwhelmed by financial complexities.

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