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Tony Xia
The Adviser Podcast Network ·
“It would be worthwhile if you haven't already done so in your 60s, 70s... revisiting your will and probably getting a new one drawn up”
Paul Benson, Guidance Financial Services · Financial Autonomy · UPDATED Beyond Building Wealth: 4 Things Your Retirement Plan Might Be Missing
Play from 6:17
6:17
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What was described
recommend clients revisit and redraw their wills in their 60s-70s to align with changed financial circumstances
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