EPISODE #1034

Having a Plan with Paul Axberg

We talked about the value of having an integrated financial plan, how having one provides confidence and greater certainty, and how to get started!

May 14, 2021 | Podcast

About the Episode

LifeBlood: We talked about the value of having an integrated financial plan, how having one provides confidence and greater certainty, and how to get started with Paul Axberg, CPA, CFP, CIMA and President of Axberg Wealth ManagementListen to learn how to proactively handle healthcare costs in retirement!

For the Difference Making Tip, scan ahead to 16:44! 

You can learn more about Paul at AxbergWealth.com, Facebook and LinkedIn.

George Grombacher

George Grombacher

Lifeblood Host

Paul Axberg

Paul Axberg

Guest

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