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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
Sep 23, 2020
Sep 23, 2020
20 min
When someone is truly helping you make a financial plan, they are doing more than just spitting out a bunch of numbers and saying, “Here’s how much you should save and here’s how much you are going to have.” In today’s episode, Paul and Jim explain why these planning techniques plague the planning industry. They also help you see the complexities that make a financial plan work. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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