The Retiring Well Framework
18m
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Taking Stock with Lisa Brown
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On today’s episode of The Retiring Well Podcast with Charlie Jordan, we look at the philosophy and framework of our Retiring Well process at CI Brightworth Private Wealth. The three pillars of our Framework are Two Sides of Money, the Five Phases of Retirement and the Ten Elements of Retirement. These areas form the foundation of our counsel, content and resources in helping our clients Retire Well!
The episode The Retiring Well Framework from the podcast Taking Stock with Lisa Brown has a duration of
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