Podcast 25 — Tales From the Dark Side of Planning: Part 1

With 17 years of financial planning experience, Jeremy Keil has seen it all — including clients he wishes he had met a little earlier so that he could have helped them avoid some major planning pitfalls.  In this episode, Jeremy kicks off a new running series on some of these clients, sharing their stories about … Continue reading Podcast 25 — Tales From the Dark Side of Planning: Part 1 →