The Two F’s Of Financial Planning With Paul Saganey (Ep.36)

Perfectly Integrated

English - July 18, 2022 11:05 - 27 minutes - 22.4 MB - ★★★★ - 6 ratings
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Previous Episode: Social Media’s Advice On Financial Planning With Sonya Lutter (Ep.35)

Next Episode: How Recessions Opened Possibilities For Independent Practices With Brad Bueermann (Ep. 37)

There are two major F words often used to answer why people save: family or future. In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning. Paul discusses: …

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