Shownotes
Sean and Kate have $7.5 million, zero debt, and a 90 out of 100 on their Financial Health Assessment. They are the couple everyone wants to be.
And I still found the holes. The kind that only show up when you have something worth protecting.
In this episode I walk through their full assessment: what they nailed, where the gaps are, and the four moves that take a 90 to a 95.
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This podcast is for education and entertainment purposes only. Nothing mentioned is individualized financial, medical, or legal advice.