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How Can a Financial Planner Help YOU? - Tyler Yaw
Manage episode 438123449 series 3311863
Content provided by Whiskey & Wisdom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whiskey & Wisdom 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.
In this episode of the Whiskey and Wisdom podcast, Tyler Yaw, a financial planner, is interviewed by Chris Kellum. They discuss Tyler's journey into finance, his role as a financial planner, and his approach to helping clients prepare for the future. Tyler emphasizes the importance of understanding clients' goals and dreams and tailoring financial plans to meet their specific needs. He also shares his advice on investing in stocks, bonds, and indexes, and highlights the value of having stretch goals. The episode concludes with Tyler sharing his goals for the future and where listeners can connect with him.
139 episodes
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Manage episode 438123449 series 3311863
Content provided by Whiskey & Wisdom. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Whiskey & Wisdom 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.
In this episode of the Whiskey and Wisdom podcast, Tyler Yaw, a financial planner, is interviewed by Chris Kellum. They discuss Tyler's journey into finance, his role as a financial planner, and his approach to helping clients prepare for the future. Tyler emphasizes the importance of understanding clients' goals and dreams and tailoring financial plans to meet their specific needs. He also shares his advice on investing in stocks, bonds, and indexes, and highlights the value of having stretch goals. The episode concludes with Tyler sharing his goals for the future and where listeners can connect with him.
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