Hello podcast friends! Thanks for coming back to the show and for listening to today’s episode! In this week’s episode, we are chatting all about creating a finance routine for 2023. I hope you all enjoy today’s episode!
If you have podcast episode suggestions or questions, please reach out to me at isabelle.clausen@lpl.com
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Let's get financially healthy and wealthy together!
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The opinions voiced in this show (program; podcast) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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LPL Financial and Desert Wealth Management do not provide tax or legal advice. Clients should consult with their personal tax and/or legal advisors regarding their circumstances.
