Your Trusted Advisor with Tan Phan, MSFP, CFP®
- Business · Investing
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About
Hi, my name is Tan Phan. I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner. Subjects I will be covering in my podcast are: Tax Planning, Retirement, Estate Planning, Retirement Income Planning, Behavioral Finance, Retirement Income and Distribution Strategies, 529 Plans, Social Security, Investment Management, Insurance, Portfolio Construction, Financial Planning. You can watch educational videos at www.tanphan.com
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Recent episodes
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