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Deferred Planning
Manage episode 406150054 series 3486023
Innehåll tillhandahållet av Morton Brown Family Wealth. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Morton Brown Family Wealth eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.
The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton
Click here to listen on your favorite podcast app.
Connect with Katie & Dennis:
- Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
- Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
- Subscribe for more: https://www.mortonbrownfw.com/subscribe/
- Give feedback: info@mortonbrownfw.com
Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/
Reference Links:
Fidelity's 2024 Financial Resolutions Report
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