Tag: simple strategies

Ep #45: The Act Of Keeping It Simple

by Jonathan Bednar | Nov 11, 2021 | Podcast

I was recently in a meeting with a client and their CPA. The client had worked with the CPA for...

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You shouldn't need a bachelor's degree in Finance to get control of your own finances. This plan puts the most important pieces of your financial life on one sheet of paper. That way, you have a simple strategy to work towards financial freedom without getting overwhelmed.

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