
Live Workshop: How To Build Your 2025 Financial Plan | Episode 270
Cheques and Balances
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Navigating Short-Term Investments and Retirement Planning
This chapter focuses on short-term investment strategies suitable for individuals needing liquidity in six to twelve months, highlighting the importance of risk assessment. It also covers retirement planning for those approaching retirement, emphasizing the need for tailored financial guidance amidst complex decision-making.
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