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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Paul and Chad continue the conversation about what a financial plan is and how you can get the process started. Paul has Chad walk specifically through his planning process with a new client from the beginning as they demystify the planning process. Listen along to hear why it’s important to have someone who knows your goals and your financial situation and can help you avoid any pitfalls as your needs change.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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