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💥Why You Need An Advisor💥 #fiduciaryduty #estateplanning

🔥 Webinar Series: Tax Season’s Over Now What? | Smart Moves to Save BIG for 2025! #enrolledagents

:🚀 Futureproof: The Coachella of the Finance Industry 🚀

Are Ai valuations too high and should we be concerned? Ivana doesn’t believe so and explains why.#Ai

Congressional members trading COVID-19 Maneuver. #insidertrading #stockact #pandemic

Episode 88: Unmasking Financial Influencers: Separating Fact from Fiction

Fee Or Commissions: Who Has Your Best Interest??? #bestinterest #fiduciaryduty

How to Unlock Your Client's Potential ft. Kevin Thompson | Episode 223

🔥 Infinite Banking? Why So Many Struggle! 🔥 #financialeducation #infinitebankingconcept

Episode 63: Into The Retirement 'WEEDS' with Jonathan Clements....

5 Common Questions About Recessions

The Innocuous Text that can Cost You Thousands

Inflation and Why It Matters: What is CPI-U?

🔥 Episode 91: Betelgeuse Betelgeuse Betel. 🤫Recession: A Self-Fulfilling Prophecy🔥#recession #fear

Do Your Own Research!

Succession: 3 Things Business Owners Should Know #certifiedfinancialplanner #successionplanning

Epsiode 105: TARIFFS, TAXES AND TRUMP: How Small Business Can Thrive to Survive! #tariffs #trump

'The Rapid Rise: Should We Worry About RIA Consolidation Speed?' #podcast #businessownership

💰 Greed Knows No Bounds 💥: How Donald Trump Defaulted on $700M and Still Got More from Deutsche Bank

'Empowering Equity: Lazetta's Insights on Business Ownership'

🔥 Don’t Leave Money on the Table as a Business Owner 🔥 #businessowner #taxes

Episode 57: What Exactly Is Crypto Currency?

How Will AI Adoption Impact Our Industry?

Episode 78: The Feds Dilemma- What If We Get A Rate Hike Instead of a Cut?

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