Why Don't Most Financial Planners Plan Finances?

26/06/2025 10 min Temporada 3 Episodio 20
Why Don't Most Financial Planners Plan Finances?

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Episode Synopsis

What do you call a financial planner that does not plan finances? I know that sounds funny. But it is an important topic to understand. Most people assume that when they hire a financial planner, they're getting a personalized roadmap for their financial life. Yet surprisingly, that's often not the case, and it can have a huge impact on your future. In my latest podcast episode you'll learn: Why don't most financial planners plan finances? What does Ed's team see with the public? What is a financial plan? What difference does a Financial Plan make in your life?  

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