))
Expenses to save for, when holding cash is a good idea, should financial planners be therapeutic?
Manage episode 435050791 series 3577077
Innehåll tillhandahållet av MY Wealth Planners. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av MY Wealth Planners 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.
Dan and Daniel discuss the expenses people fail to plan ahead and save for at various phases of their lives. They then chat about reasons to hold onto cash and how to do so, including for emergencies, short term goals, and retirement. Finally, Daniel asks the question: Should financial planners be more therapeutic in their delivery of services?
17 episoder
Dela
