What is Financial Planning?
Nov 22, 2019 ·
10m 31s
![What is Financial Planning?](https://d3wo5wojvuv7l.cloudfront.net/t_square_limited_480/images.spreaker.com/original/75595cb5fff5c988609292214a355559.jpg)
Download and listen anywhere
Download your favorite episodes and enjoy them, wherever you are! Sign up or log in now to access offline listening.
Description
Rob: Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid? I'm here with Adam Buss. He's a CFP...
show more
Rob:
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?
I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.
Adam:
Thanks for having me, Rob.
Rob:
All right. Adam financial plans. Who needs to have a financial plan?
show less
Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid?
I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here.
Adam:
Thanks for having me, Rob.
Rob:
All right. Adam financial plans. Who needs to have a financial plan?
Information
Author | Rob Tetrault |
Website | - |
Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company