Episode 45: Billie Porter
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Episode 45: Billie Porter
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About this listen
Billie Porter shares her insights on the role of a trust officer, the importance of financial literacy, and her personal journey from childhood work to a successful career in finance. She discusses the significance of early financial education, the complexities of setting up trusts, and common mistakes people make in estate planning. Billie emphasizes the value of grunt work in career development and the importance of understanding family dynamics in her role. The conversation highlights the need for proactive engagement in financial planning and the impact of trust laws across different states.
Website: https://www.lifesambitionpodcast.com/
Patreon: https://www.patreon.com/LifesAmbitionPodcast
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