The Wealth Alchemist EP 5 - Happy New Year! Top 10 Financial Questions for the Beginning of the New Year
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The Wealth Alchemist EP 5 - Happy New Year! Top 10 Financial Questions for the Beginning of the New Year
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Join Kevin and Carrie as they delve into the most common inquiries clients have at the dawn of a new year. In this podcast, they explore the top 10 questions commonly asked, providing insights, and tips to kickstart a successful and fulfilling year ahead. Kevin and Carrie bring their experience to the table, helping listeners navigate the uncertainties and set the tone for the journey in the coming months.
The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use
KDI Wealth Management
8901 E Pima Center Parkway, Suite 205
Scottsdale, Arizona 85258
877-474-4350