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Business Leadership: Case Studies and Financial Wellness
Episode 4
Monday, 12 September, 2022

Host Richie Burke sits down with two of the firms’ founding partners, Chief Investment Officer, David Hackworthy, and Director of Advisory Services, Joe McNeil, CFP®. In this episode, David and Joe discuss two relevant case studies. The first case study dives into answering the question, "When can I retire?". The second case study discusses financial considerations for those looking to sell their business.

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