Episode #55 - Client Case Study episode artwork

EPISODE · Jul 24, 2019 · 18 MIN

Episode #55 - Client Case Study

from Plan For Life Now · host Capitol Retirement Strategies

In this episode Dave and Steve break down the behavior and saving habits of their client “Bob.” Find out how “Bob” approaches his investments and helps to set himself up for a long and relaxing retirement.

Episode metadata supplied by the publisher feed · Published Jul 24, 2019

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Episode #55 - Client Case Study

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This episode was published on July 24, 2019.

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