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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 46: Losing a Parent

After such a difficult and traumatic event as losing a parent, how should you begin to approach the financial implications? What simple tips can help you keep your long-term financial goals in order without rushing into any major decisions? Liz Gillette, CFP®, and Stefan Revelo, EA, discuss this episode.

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