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,