Episodes

Monday Dec 04, 2023
Learning How to Give Generously Without Hurting Your Financial Plan
Monday Dec 04, 2023
Monday Dec 04, 2023
Today, Evan and Anne talk about the holidays and why it’s a time when most people choose to give. Anne and Evan talk about why expressing generosity doesn’t just have to be through giving money. Evan explains some of the ways that an advisor can work with you if you do choose to express your values through giving financially without hurting your financial plan. Later in the episode, Evan shares an article trying to convince investors that real estate investments will help investors beat inflation.
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