Podknife - The Right Size Financial Plan [Episode 108] by The Perfect RIA

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The Right Size Financial Plan [Episode 108]

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Apr 05, 2021
Episode Duration |: 00:32:22

When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions. Today Matt and Micah will be discussing these opinions and sharing how they ensure their financial plans for their clients are efficient and easy to understand.

You can find show notes and more information by clicking here: https://bit.ly/30ZzUDi

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