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Episode 10: Deeper Dive On Life Insurance (with special guest Tony Steuer)
In this episode, we welcome our first guest to the show! Tony Steuer, CLU, CPFFE joins us to talk a bit more about the nuance of Life Insurance, when...
Episode 9: The Election Is Over, Now What?
In this “semi-breaking news” episode of Me & Money, Matt and Elliott chat a bit about what the election results could mean for some of the larger...
Episode 8: What Should I Avoid With Life Insurance?
While we don’t sell it, we believe insurance is an incredibly important aspect of a well-rounded financial plan. In our time working with clients,...
Episode 7: What Does The Election Mean For My Investments?
It’s that time of the political cycle again, the election is near! Regardless of who you support, plan on voting for, or what their agenda may be,...
Episode 6: What Investments Should I Choose?
Last time, we talked about the “why” behind investing. While we think it’s the most important, investment selection is the next key step. While...
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