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Podcast #16 with Thomas Crofts & Carisa Bertrand: Behavioral Biases, Pitfalls & Proactive Strategies

Estate planning is an essential yet often overlooked aspect of financial management. Our latest podcast episode, featuring attorney Thomas Crofts, dives deep into the intricacies of estate planning, blending psychology with finance to provide listeners with actionable advice. Thomas, a seasoned expert in estate planning, helps us uncover the behavioral

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Branden DuCharme, CMT July 3, 2024

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