What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131 - Kitces and Carl - Real Talk for Real Financial Advisors

What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131 - Kitces and Carl - Real Talk for Real Financial Advisors | Wave AI Podcast Notes