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What is Financial Planning?

What is Financial Planning?

True Wealth - Financial and Investing Podcast · David Littlejohn

March 1, 2023

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Show Notes

In this episode, we delve into the topic of financial planning and explore how to find the right financial planner for your needs. We discuss the common pitfalls of the financial industry, including salespeople pushing the latest investment trends without considering their clients’ true financial goals. We provide insights on what to expect from a financial planner and how to evaluate your own financial needs. Tune in to learn how to make informed decisions and take control of your financial future.