Happy New Years! Let's Locate Your Assets!
Jan 1 2025
Length: 27 mins
Podcast

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Happy New Years! Let's Locate Your Assets!

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Summary
We kick off 2025 with an update on a few of the key things you might want to update heading into the new year and then move into a discussion about asset location. Are your growth assets in the right buckets? Are your safe assets in the right buckets? We give our current thoughts on how to think about it.
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