EP 28 - Our Controversial Financial Advice

from Playbook of the Wealthy · host Playbook of the Wealthy

Heather and Dave discuss various financial planning topics, including investment projections, rebalancing strategies, client engagement, personal finance decisions, debt management, the role of 529 plans, home ownership versus renting, entrepreneurship, behavioral finance, college education funding, and retirement planning.

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This episode is 35 minutes long.

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This episode was published on July 11, 2025.

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