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Description

Join us as we answer questions about the challenges of downsizing, the emotional aspects of planning for family gatherings, and the realities of transitioning into a financial advisory career. Whether you're a grandparent considering a new home or a professional seeking a career change, this episode will hopefully cover something that might impact your retirement.

Here’s some of what we discuss in this episode:

Get in touch with the Peterson Financial team: https://petersonfg.com/