Fleece Vests

著者： Daniel Yerger & Jessica Goedtel
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  • サマリー

  • Hosts Daniel Yerger & Jessica Goedtel discuss the worst ideas in finance.

    Produced by MY Wealth Planners, a Registered Investment Adviser in Colorado, and Pavilion Financial Planning, a Registered Investment Adviser in Pennsylvania.

    You can find more information on our websites:
    https://www.mywealthplanners.com/
    https://www.pavilionfp.com/

    © 2024 Fleece Vests
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あらすじ・解説

Hosts Daniel Yerger & Jessica Goedtel discuss the worst ideas in finance.

Produced by MY Wealth Planners, a Registered Investment Adviser in Colorado, and Pavilion Financial Planning, a Registered Investment Adviser in Pennsylvania.

You can find more information on our websites:
https://www.mywealthplanners.com/
https://www.pavilionfp.com/

© 2024 Fleece Vests
個人ファイナンス 経済学
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エピソード
  • Financial storytelling, sensitive financial topics, and side hustles

    Financial storytelling, sensitive financial topics, and side hustles
    2024/11/11

    Dan and Emily discuss how storytelling helps with understanding financial concepts, which leads them to discuss how to approach sensitive financial topics. They wrap up on the subject of side hustles and starting small businesses.

    To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com

    To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
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    37 分
  • Ep 21 - Infinite Banking

    Ep 21 - Infinite Banking
    2024/04/11

    Jess wants to bank on herself like the Rockefellers. Dan points out the Rockefellers never needed life insurance to buy whatever they wanted.
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    9 分
  • Ep 20 - Unregulated Financial Advice

    Ep 20 - Unregulated Financial Advice
    2024/03/28

    Jess asks if she should work with a financial coach. Dan points out that she knows more than them, and is actually liable for her advice.
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    18 分

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