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cover of episode Direct Indexing

Direct Indexing

2025/5/23
logo of podcast Rob Black Show

Rob Black Show

Shownotes Transcript

Ideas to consider while preparing for your retirement years, What to remember to do in your twenties and what to remind your twenty-year old friends, More on the Retirement and Wealth Management seminar at the Crowne Plaze in Foster City on Saturday June 21st at 10am with CFP Chad Burton and CFP Ryan Ignacio of EP Wealth Advisors