Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
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Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
Warren Shute & Paul Cleworth highlight inspiring financial success stories from their clients. From conquering complex tax problems to building a secure retirement plan, they break down the strategies that helped turn financial chaos into clear, achievable wins.
These stories aren’t just numbers on a spreadsheet—they’re real people hitting their goals, proving that with the right advice and a little geeky know-how, financial success is within reach. If you’ve ever wondered how good planning can transform lives, this episode has the answers.
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Chapters:
0:00 - Intro
12:12 - Real Life Financial Success Stories
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This show is designed to be informational only and does not constitute investment or financial advice. Please contact a regulated financial adviser before taking any specific action.
The Finance Geeks Podcast
Two financial planners shoot the breeze, while sharing tips for making the most of your money and living your best life. Expect a lot of laughs and genuine insights that might just transform the way you look at your finances.
