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What Is A Financial Toolbox?
Manage episode 440658060 series 3533022
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In this episode, Ed Bao discusses the concept of a financial toolbox and why it is important for financial planners to have a wide range of tools at their disposal. He emphasizes the need for a maximization mindset and explains how having a limited toolbox can hinder the effectiveness of a financial plan. Ed also highlights the importance of working with a financial advisor who has a diverse set of skills and tools. Overall, the episode emphasizes the need for a comprehensive and integrated approach to financial planning.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!
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