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Podcast:  Monetary Nicely-Being: A Holistic Method with Brian Portnoy from Shaping Wealth

In episode 75 of the NewRetirement Podcast, Brian Portnoy, founding father of Shaping Wealth, emphasizes holistic well-being contained in the context of financial planning. He discusses his journey in finance and behavioral finance, significantly as outlined in his e book…

9 Important Issues for a Holistic Funding Technique

Navigating the world of investments might be complicated. Nonetheless, you do have the power to maintain it easy and nonetheless efficiently attain your monetary targets. Whether or not you’re saving for retirement, already in retirement, saving on your grandchildren’s faculty…