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Podcast: The Money Advantage Podcast
Episode: The Problem with Financial Planning
Description: Let me start with a story that highlights the problem with financial planning today. A colleague of mine works diligently as a financial advisor, and he schedules days to meet with employees about their 401(k)s. He’s prepared to offer invaluable advice, set up one-on-one meetings, and answer pressing questions. Yet, out of 50 employees, only four show up.
https://www.youtube.com/live/i4NH3UgbDlU
Why? The truth is, many people don’t take ownership of their financial future. We’re bombarded with information from YouTube videos, TikTok influencers, or even well-meaning friends, but when it comes time to sit...