Dale Shafer Life Moves Wealth Management
Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and ... Think your will, trust, and insurance are enough? Think again. In this episode, Do you have extra cash and aren't sure where it should go? In Episode 81 of the In this episode of the Financial Purpose Podcast, Too many business owners fly blind when it comes to their numbers. In this episode of the Have you ever wondered how much you should be saving for retirement? Or how to create a budget that works for you?
Succession isn't just about selling your business—it's about preparing for what comes after. In this short,
Overcoming Financial Distractions: Insights from Dale Shafer II | Financial Purpose Podcast Ep: 49
Join us for Episode 49 of the
#4 Don't Get Disinherited Update Your Beneficiary Designations!
Think your will, trust, and insurance are enough? Think again. In this episode,
Where Should Your Next Dollar Go? | 10 Steps to Financial Strength with Dale Shafer | Episode 81
Do you have extra cash and aren't sure where it should go? In Episode 81 of the
Why Real Financial Planning Is More Than Just Investments | Ep. 93
In this episode of the Financial Purpose Podcast,
Fee Only Financial Planning with Dale Shafer
Tim sits down with
Real Estate Investing: When, Why, and How with Dale Shafer II - EP 45 Financial Purpose Podcast
Welcome to Episode 45 of the
Exit Planning: It’s About Running the Race, Not Just Crossing the Finish Line Ep. 58
In Episode 58 of the
#7 Financial Planning Simplified Maximize Your Wealth Now
Why should business owners start
5 Steps to Build a KPI Dashboard That Actually Helps You Grow | Financial Purpose Podcast Ep. 80
Too many business owners fly blind when it comes to their numbers. In this episode of the
Top 10 Financial Planning Questions Answered | Financial Purpose Podcast Ep. 54
Have you ever wondered how much you should be saving for retirement? Or how to create a budget that works for you?
#11 529 Plan Smart Savings for Your Child's Education
Do you have extra cash and aren't sure where it should go? In Episode 81 of the
#6 Wealth Management for Business Owners Unique Financial Planning
Succession isn't just about selling your business—it's about preparing for what comes after. In this short,
1031 Exchanges Explained: How to Defer Taxes and Build Wealth with Real Estate
In this episode of the