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The Physician's Guide To Financial Wellness

Jun 21, 2021

Financial planning is an always-evolving process as life changes and you receive new information. In this episode, we walk through a blueprint for what to cover in the annual “review” of your financial plan. From revisiting the big picture and your goals to checking in on cash flow and your investments, to keep up with changes to legislation and tax laws, by consistently following this process year in and year out, you’ll help ensure that your financial plan continues to evolve with your life and reflect what’s most important to you. 

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