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Deciding how to set up your bank and investment accounts is only the first step. In this episode, we discuss how to implement a cohesive financial strategy to make all of the components of your finances work together.

Download our new FREE guide, "5 Money Moves Every Couple Needs to Thrive in 2026": https://pacesetterplanning.com/moneymoves

To download a free chapter of Bill's book about how to set up your bank accounts, visit https://pacesetterplanning.com/freechapter