Nov 5, 2021
Between the lingering pandemic, the worry of inflation, and general uncertainty about the state of the economy, it's easy to look for adjustments to make in your financial plan. But when you drill down on the planning we do every day with clients, there are four core principles we follow no matter what else is happening externally. On this episode, Joel will take you through each of those and how we apply them when working with a client.
What we discuss in this episode:
0:34 – Joel and his team back in the office again.
1:46 – Are people shaking the complacency and ready to get going again?
2:56 – How is the financial planning conversation different now than it was before?
5:46 – The four core philosophies we preach