130 - The One Financial Planning Question I'll Never Answer

08/02/2024 10 min

Listen "130 - The One Financial Planning Question I'll Never Answer"

Episode Synopsis

In this week's episode, we discuss the one question I'll never answer for a client, and why I won't answer it. We then shift gears to focus on how to think about the underlying question in a way that is more in line with the goals in your plan.
Additionally, we discus a scheduling change - episodes will now be coming out every other Thursday, but they will be significantly longer than previous episodes. Love the format change? Hate the format change? Either way, email me (bill at pacesetterplanning dot com) and let me know!