Do You Trust Your Financial Plan?
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Do You Trust Your Financial Plan?
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About this listen
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.
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Send your questions for upcoming show to checkyourbalances@outlook.com
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