PRE 01 - Financial Planning 2.0, Life Planning and Finology with Carol Anderson

01/05/2019 57 min
PRE 01 - Financial Planning 2.0, Life Planning and Finology with Carol Anderson

Listen "PRE 01 - Financial Planning 2.0, Life Planning and Finology with Carol Anderson"

Episode Synopsis

Carol Anderson, president of Money Quotient, sares her thoughts aoabut the nature of Fiduciary at the 2.0 level. We dive into how she feels that Life Planning only partly encompasses the 2.0 level. Hosted on Acast. See acast.com/privacy for more information.