Latest / Unconventional Wisdom
Financial Planning Isn't Optional, It's Your Power Move: Financial Planning Myths and Why You Absolutely Need a Plan (and a Planner)
Many people know they should think about financial planning, yet often put it off for years.
Not because they're irresponsible.
More often, it's because of common beliefs such as:
"I'm not wealthy enough yet."
"I can figure it out myself."
"Once I make a plan, I'm done."
"Planning will restrict my lifestyle."
In this episode, Sabiha Mukadam, CFP®, MBA, explores four of the most common financial planning myths she hears from clients and explains why financial planning is about much more than investments.
You'll learn:
Why financial planning isn't just for wealthy people
The hidden risks of the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.