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EP 4 | Lessons in Family, Finances, and Balance
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Nội dung được cung cấp bởi Anna Sothen. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Anna Sothen hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Jacob Charlwood is a seasoned financial advisor at Capital Financial Solutions, an independent financial planning firm, where he assists individuals and families in making informed financial decisions. Jacob's perspective on the importance of financial planning for everyone is rooted in the belief that it is crucial to work with an independent planner or resource for a personalized approach. His experiences have taught him that each person's financial situation is unique and requires tailored solutions. He emphasizes the importance of understanding the client's goals and dreams, and providing advice based on those aspirations, rather than solely focusing on investment strategies. Join Anna Sothen and Jacob Charlwood on this episode of the RVA Connected with Anna Sothen podcast, where they delve deeper into the importance of comprehensive and individualized financial planning.
Note: This episode is from its former name Good Neighbor Podcast which is now known as RVA Connected.
If you’re reading this information, first of all, “Thank You!.
Secondly, it would mean the world to me if you would subscribe to my podcast on YouTube, Spotify or Google Podcast.
YouTube link: @rvaconnected
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