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What if your clients could achieve their retirement savings goals while simultaneously enjoying the journey? Saving doesn't have to be a cheerless chore. With purposeful spending, it's possible to achieve a balance whereby goals are being met, and taking those dream vacations is still possible.
Listen as Ellen Rogin talks with Melissa Tosetti, author of "Living the Savvy Life," about the key tenets of purposeful spending. Few things make as big of a difference in clients' lives as sound cash flow planning, and few advisors go deep enough.