Financial Planning with Michael Scott

Money Wisdom

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3M ago 12:39

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Have you ever chuckled at the antics of Michael Scott on 'The Office' and thought, "What does this have to do with my financial future?" Well, it turns out, quite a bit! On the latest episode of the Money Wisdom podcast, hosts John Stillman and Matt Pastor, a Retirement Income Certified Professional on our team, take you on a delightful journey where sitcom laughs meet serious financial strategy.

Here’s some of what we discuss in this episode:

Why you shouldn’t rely solely on the internet for financial advice.
What approach should advisors take when it comes to communicating with clients.
Financial jargon is the inside jokes of the financial world and we don’t want to keep clients out of the loop.
How do you manage life away from work and the people you’ve spent so many hours of the day with.

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