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Why Don't Most Financial Planners Plan Finances?
What do you call a financial planner that does not plan finances?
I know that sounds funny. But it is an important topic to understand.
Most people assume that when they hire a financial planner, they're getting a personalized roadmap for their financial life. Yet surprisingly, that's often not the case, and it can have a huge impact on your future.
In my latest podcast episode you'll learn:
Why don't most financial planners plan finances?
What does Ed's team see with the public?
What is a financial plan?
What difference does a Financial Plan make in your life?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.