166: Guest Interview - Who Needs a Financial Advisor?
Millionaires Unveiled · Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Planet Money
December 28, 202042m 28s
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Show Notes
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.