Setting Financial Goals

In this episode of Beyond Investments, Seth Leishman interviews Rick Fisher about setting financial goals.

Beyond Investments (with Seth Leishman and Rick Fisher)
Leishman Advisors
Seth Leishman

Seth Leishman is president of Ostrofe Financial Consultants, Inc. and brings more than a decade of experience as a financial advisor. He holds both CPA and CFP® designations. Read his full bio.

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Financial Resolutions for Employers and Employees

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Managing Your Taxable Investments