In For A Penny artwork

66- How a financial plan and planner can help you

In For A Penny

English - December 20, 2021 21:14 - 30 minutes - 27.7 MB - ★★★★ - 1 rating
Investing Business Management money personal finance education wealth invest tax pension mortgage insurance financial Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 65 - What an interest rate rise could mean for your money
Next Episode: 67 - How should your pension contributions be invested?

Marc & Josh discuss the benefits of annual planning meetings and how it demonstrates the role of a financial planner.


What is the point of annual planning meetingsThe benefits of a financial planWhat happens during a planning meeting


Links:

The Orchard PracticeCavendish ContentLeave a review!Support our show with a donation!

Support this show http://supporter.acast.com/inforapennypodcast.


Hosted on Acast. See acast.com/privacy for more information.