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Time to share the finished product

Updated: Oct 14, 2023

Everything is better with friends!




How about the Podcast? We're all setup at the new place and ready to rock n roll. Tune in to our latest PennyWise Financial Podcast featuring Andrew White from Vanguard. Subscribe to our YouTube or Spotify channel and hear more details about how we plan, some of the latest news that's relevant to your investments, and get a flavor of who we are. Click the link below to watch a clip.



👇Or click below to watch the full Episode



Everyone wants to offer advice. We hope you have the right person. A trusted person to guide you on your path to achieving your goals. If you're not working with the right team or want a second opinion, we hope you consider our services. Follow our content to learn more about our process, investment philosophy and hear real life accounts of what our clients are dealing with and how we help them.


And that's only the beginning...Reach out and schedule a consultation to discuss your situation. We'll walk you through your options and help you make the right choice for your goals. Click below to listen to the latest PennyWise Financial Podcast and hear more commentary on the stuff you need to know, and much more. Check out another episode below or view our catalog of videos by clicking the button linked to our channel.



Want to learn more? Follow our latest market commentary, firm updates, or anything financial via our blog, Podcast or Vlog.




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