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3min chapter
Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee
David C Barnett Small Business and Deal Making M&A SMB
Intro
This chapter explores tailored financial planning concepts for business owners, emphasizing the significance of treating money as a resource for personal and family aspirations. It also addresses the specific challenges faced by clients in transition, such as divorces, highlighting an empathetic approach to financial management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode