501 | It ALL worked. ALL of it. | Connie
ChooseFI
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Exploring Financial Topics and Personal Experiences
This chapter covers various financial topics such as charitable giving, simplifying financial plans with a fee-only advisor, transferring assets between brokerages, managing retirement plans, using points for travel, and achieving financial independence. Personal stories about burnout, self-care, and pursuing financial independence are shared, along with encouragement for a guest's achievements. Listeners are informed about community involvement opportunities within the ChooseFI network.
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