Oct 1, 2025 | The Summit - Tempe AZ E4 | Guest: Justin Waller, CFP, Founder, Waller Financial Coaching
Chuck’s recording LIVE at The Summit 2025 conference in Tempe, AZ. In this segment, Chuck catches up with Justin Waller, CFP, Founder, Waller Financial Coaching to discuss:
👉 When leaving your IBD makes sense… and when it doesn’t
