063: Why Plan Ahead feat. Marguerite Lorenz, Amber Anderson, and Barbara Norman
Jul 14 2023
38 mins
In this engaging discussion, the speakers, Marguerite, Amber, and Barbara, delve into the importance of financial planning, estate planning, and the role of professional advisors. They emphasize the need for planning ahead for financial security and estate distribution, even when the future is uncertain. They also highlight the value of creativity in financial management, such as o