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.
What does Curio Wealth actually do as financial advisors? What are a few of the many financial situations that arise, and how are we able to guide our clients towards sound decisions? Host Liz Gillette, CFP®, and Co-Host Stefan Revelo, CFP®, EA, discuss this episode.
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