How do you think about money and investing in your family? Katie and Dennis discuss the purpose of an investment philosophy and why it is valuable for couples and families. They share how an investment philosophy adds discipline, consistency, and focus to ensure both spouses understand their money picture. Katie and Dennis share how their own past experiences shaped their individual personal investment philosophies to help inspire listeners to do the same. And who doesn’t love an Indiana Jones reference?
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- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
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