Serious mature woman and man stand closely to each other have thoughtful expressions dressed in casual clothes isolated over blue background. Self confident bearded male pensioner holds chin

Episode 14 – Planning for The Unknown

Nov 11, 2022

Dana and Brad discuss challenges around inflation, market volatility, and healthcare costs. They also discuss gender differences when it comes to investing.

  • The importance of spouse involvement around end-of-life planning explained
  • The idea of an employment agreement explained



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