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Why you don't need a financial plan

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Manage episode 201242653 series 2094305
Content provided by Stuart Wemyss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart Wemyss 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.
It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. "who doesn't need a financial plan" is to discuss what's involved in a plan and then you can draw your own conclusions. In this podcast I discuss: • what's involved in the financial planning process i.e. what outcomes will you enjoy • how to set the two most important goals • how to map out an action plan • what a financial planner will do ongoing (each year). This will give you enough information to decide whether its for you or not. For more, check out my video here.
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220 episodes

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Why you don't need a financial plan

Investopoly

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Manage episode 201242653 series 2094305
Content provided by Stuart Wemyss. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stuart Wemyss 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.
It stands to reason that not everyone needs a financial plan or relationship with a financial planner. There might be various reasons for this. However, perhaps the best way to answer this question, i.e. "who doesn't need a financial plan" is to discuss what's involved in a plan and then you can draw your own conclusions. In this podcast I discuss: • what's involved in the financial planning process i.e. what outcomes will you enjoy • how to set the two most important goals • how to map out an action plan • what a financial planner will do ongoing (each year). This will give you enough information to decide whether its for you or not. For more, check out my video here.
  continue reading

220 episodes

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