Honest Money artwork

Navigating the World of Financial Planners: How to Find a Tech-Savvy Partner

Honest Money

English - June 24, 2023 02:00 - 32 minutes - 22.2 MB - ★★★★★ - 7 ratings
Investing Business Management investing finance money business personal finance wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Data-Backed Investing: Leveraging Information for Financial Success
Next Episode: The Wealthy Investor's Playbook: The Most Common Tricks and Traps

Today Warren Ingram invites repeat guest, Rory Brachner, Founder & MD at DoshGuide speak about the world of financial planning through technology. Learn how DoshGuide can help you reach financial freedom through planning a framework, understanding your goals and being transparent- advice without the fluff.

Questions/ Topics:

What does the financial advice process look like, where do you start?The framework of financial planningThe importance of research & discoveryWhat does holistic financial planning mean?Why transparency is key

Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Twitter Mentions