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EP 4 | Lessons in Family, Finances, and Balance
Manage episode 400274481 series 3553045
Anna Sothen에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Anna Sothen 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
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