Ep 39: Hindsight Is 2020
Has the pandemic turned you into a hunk, a drunk or a chunk? As many commit to New Year's Resolutions about getting in shape physically, we hope you'll resolve to get financially fit in 2021. Brian walks us through some things you can do to organize and consolidate your financial affairs. Plus, meet Linda Montgomery, the Client Services Specialist at Livingworth Wealth Advisors with more than 20 years of experience in the banking and financial services industries. She'll share her knowledge and personal stories about durable powers of attorney, fraud protection, and more.
