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Goals-Based Planning

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Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel take us through one of the most significant and widely debated periods in American history, The Great Depression.
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 6/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

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40 episodes

Artwork
iconShare
 
Manage episode 424444638 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel take us through one of the most significant and widely debated periods in American history, The Great Depression.
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 6/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

40 episodes

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