In For A Penny
In For A Penny
In For A Penny: Personal finance simplified
66- How a financial plan and planner can help you
30 minutes Posted Dec 20, 2021 at 9:14 pm.
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Show notes

Marc & Josh discuss the benefits of annual planning meetings and how it demonstrates the role of a financial planner.


  • What is the point of annual planning meetings
  • The benefits of a financial plan
  • What happens during a planning meeting


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