How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Kitces and Carl - Real Talk for Real Financial Advisors - A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays
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Kitces and Carl - Real Talk for Real Financial Advisors - A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays