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Ep 98: Balancing Family, Business, and Service with Gabe Lapito
Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in find
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CLIENTS
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Ep 95: Why You Should Take The Legacy Letter Challenge
Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create a meani
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Ep 94: Letting Family Needs Determine the Right Balance with John Black
Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while
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Ep 83: Balancing Your Business with Jessica Smith, CFP®, CAP®, CLU®, CPWA®
Audio: Video: Subscribe: More About This Episode: Today’s guest is Jessica Smith, CFP®, CAP®, CLU®, CPWA®. Jessica is the president of...
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