Why Everyone Needs an Investing Coach in Their Corner
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Not all financial planners provide advice that aligns with your goals. In this episode, Paul shares lessons from 30 years in the
- May 4, 2021
Q&A Thursday: May 6th, 2021
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Paul and his team answer listener questions. They tackle topics like capital gains taxes, Roth conversions, and rebalancing between different taxable accounts.
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