How to manage your Financial Planning Relationship
Sara Makes Sense
English - November 08, 2021 07:00 - 21 minutes - 14.5 MBInvesting Business Entrepreneurship finance financial planner Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: How to Talk Money with your Kids
Next Episode: How to “Project Manage” Your Financial Plan
You’re nodding yes, when you’re thinking no.
It can be a lousy feeling. Especially when you’re in a discussion about money with your financial planner. For some, it’s an intimidating world.
In this episode of Sara Makes Sense, host Sara McCullough talks about a healthy financial planning relationship, and how to make sure you’re in one.
Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/