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Welcome to the Curio Wealth Podcast, your gateway to a world of financial wisdom, wealth management insights, and real life stories. Whether you’re a seasoned professional looking to fine-tune your retirement or a young family eager to learn the ropes, our podcast is your trusted resource. With engaging discussions, expert interviews, and actionable advice, we’re here to empower you on your wealth-building adventure. Tune in to the Curio Wealth Podcast and take the first step towards a more secure and prosperous financial future.

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Episode 52: New Year Financial Review

As we step into the new year, it’s essential to be financially proactive. What key steps can you take to better position yourself for a financially successful 2025 and beyond? Host Jim Kantowski, CFP®, CPA, and Co-Host Jacob Sadler, CFP®, discuss in this episode.

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