Celebrating The Impact Of Charles’ Three Key Mentors

To celebrate surpassing 100 episodes, Charles wanted to dedicate a show to the three mentors who have had the biggest impact on his financial and retirement planning career. On today's episode, you'll hear about how Nick Murray, Jason Smith & Dave Allison helped influence Charles' professional direction and learn about the broader ways they've changed the financial planning realm.

 

NICK'S BOOK: Simple Wealth, Inevitable Wealth
JASON BOOK: Bucket Plan
DAVE'S CLASS: Tax Management Journey

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