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Nov 2021
1h 8m

352 | DIY Financial Planning: Create You...

ChooseFI
About this episode
You already know how to save, invest, and track your expenses — but when did you last map your entire financial ecosystem? Most DIY investors in the FI community can name their portfolio allocation, but ask them about beneficiary designations, tax-efficient asset location, or whether their spending actually reflects their values, and the answers get fuzzy fa ... Show More
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