))
The Importance of a Comprehensive Financial Plan
Manage episode 430354865 series 3561330
Innhold levert av Impact Partnership and Jim Fox. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Jim Fox eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
The conversation begins with a discussion about the recent assassination attempt of Donald Trump and the importance of unity and treating each other with grace. Jim and Jerry then transition to the topic of changing financial advisors and the challenges and benefits that come with it. They emphasize the need for a comprehensive financial plan that considers personal goals and provides guidance on various areas of finance. The hosts encourage listeners to seek a second opinion and consider working with a financial advisor who takes an analytical approach.
Ready to connect with Jim today? Get some Financial Straight Talk!
See omnystudio.com/listener for privacy information.
142 episoder
Del
