Why should everyone have a financial plan? What should a financial plan include and what are the best questions to ask your advisor? The Wiser Wealth Management team discusses what to look for when you seek financial planning services.
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06/11/20 • 26 min
A Wiser Retirement® - 1. What is Financial Planning?
Transcript
“By failing to prepare, you are preparing to fail.” - Benjamin Franklin
In the first Wiser Roundtable Podcast, the advisors discuss the importance and process of creating a personal financial plan. We understand that many people have concerns when it comes to the idea of creating a financial plan. Reasons could be potentially having an uncomfortable conversation revealing poor financial decisions from the past or belief that they may not have enough money to even start the planning p
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