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Join Jeff Bernier, CFP®, ChFC, CFS and guests each month as they share insights and real-world strategies to help you gain the confidence and freedom to live a life of personal significance.
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Wednesday Mar 14, 2018
Wednesday Mar 14, 2018
Great financial planning is much broader than investing alone. In today's episode of Money & Meaning, Jeff asks, "What are your great life goals?" and then shares how allocating your limited resources to support your goals can drive a better, more personalized financial plan.
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