New Podcast - The Education of a Financial Planner: Episode 1: Goals-Based Planning
We are happy to announce the launch of our second podcast, The Education of a Financial Planner. We have been doing more financial planning with clients and have realized how much there is to learn in the area. So we decided to create a podcast to document our learning journey and bring in experienced planner Matt Zeigler to teach us.
In the first episode, we discuss the basics of goals-based planning. Next week, we will dig into planning for college. We will put the first two episodes of the new podcast on the Excess Returns feed, but if you would like to continue to receive episodes after…
The skinny
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