401 Advisor
401 Advisor
Jim Kilgore
What Is Financial Planning Anyway
13 minutes Posted Jul 22, 2020 at 2:25 pm.
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Show notes

Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals.  Rather than just walk through a list of what financial planning is, I’d like to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.