Financial Plan | Get The Process Right FirstThe problem is that the financial advice industry is built to inform you about a product, a tangible thing that you buy or sell.I Have A Couple Of QuestionsWhat happens when the product isn’t explained correctly, or...
TakeawaysNothing here is splitting atoms, personal finance is knowable. It is just that when you are a lifelong citizen of Numeratorville, and the entire structure of financial advisory largely rests on that idea, it’s hard to be convinced that the world isn’t...
Peggy KIt’s one thing for you to know that your lifelong friend has a fundamental misunderstanding of a financial topic. It is entirely different for you to intervene and point your friend in the right direction.Peggy K handled it just right. She knows that she isn’t...