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Navigating Holiday Finances

Navigating Holiday Finances: Mastering Budgeting and Intentional Spending Strategies for Managing Holiday Finances and Future Financial Health As the holiday season approaches, many of...

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All opinions, judgments, and estimates constitute the opinion of the participants as of the date of this recording and are subject to change without notice. These views presented herein should be taken in context and not considered the sole or primary source of information and may not necessarily reflect the views of PrairieView Wealth Partners, LLC (“PrairieView”).

This podcast is for informational and educational purposes only. It is not intended as investment, financial, legal, or tax advice, and should not be relied upon as such. Past investment performance is not indicative of future results; any investment can lose value. This podcast should not be used as a basis for any investment decision. Any information regarding specific investments, sectors, securities, or markets is for illustrative purposes only and may not reflect the current or future portfolio composition or investment strategy of PrairieView. Any specific investments or results mentioned are not guaranteed and may not be representative of the experience of other clients. This podcast may contain information derived from third-party sources. Although we believe these third-party sources to be reliable, PrairieView makes no representation as to and does not accept any responsibility or liability for, the accuracy, reliability, or completeness of such information. The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise.

The information contained herein does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or solicitation for investment advisory or other services by PrairieView.

Consult with your financial advisor, attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. Investment Advisory services are offered through PrairieView. Advisory services are only offered where PrairieView and its representatives are properly licensed or exempt from licensure. No advice may be rendered unless a client agreement is in place.

This podcast, including the information contained herein, remains the sole property of PrairieView. It may not be copied, reproduced, republished, or posted in whole or in part, in any form, without the prior written consent of PrairieView.

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