Check Your Balances
Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
Do You Trust Your Financial Plan?
25 minutes Posted May 22, 2025 at 11:00 am.
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Show notes
What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself. Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram