Ep. 09 - How Financial Planning 'Should' Work
Brighter Retirement Radio Podcast
English - April 21, 2020 13:00 - 17 minutes - 16.2 MBEducation 401k donations ira retire rothira charitablegiving financial financialplanning planning retirement Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep. 08 - Covid-19 Economic Market Update
Next Episode: Episode 10: Reverse Mortgage: Goal Driven Solution
Hi everyone and welcome to the Brighter Retirement Radio™ Podcast. In today's episode of the Brighter Retirement Radio podcast I want to share with you "How Financial Planning 'Should' Work".
I'll discuss the reality that many of us have had 'good' and 'not so good' experiences when working with financial professionals. Why is this range of experiences far too common? Come listen as we list out many of your possible past experiences and compare them to what you experience "should" be in the future. I'll also share with you a bit about our Brighter 360™ Planning process and how it just might make you smile:)
This is a good episode to listen to before you attend your next dinner seminar or advisor workshop.