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Dr. Diane Interviews Dana Mascalo, CFP on Holistic Financial Life Planning
Dr. Diane and Dana Mascalo, CFP discuss a new concept in investing and saving for retirement - holistic financial life planning. Dana has been providing this service for her clients for years and inspires people to consider the following: What would you like to have happen with your money if something happened to you yesterday? What makes you happiest? What would you do if money was no object? What if you only had one day to live?