Friday May 24, 2024

Timeless Troubles: Tackling Five Ever-Present Personal Finance Challenges

This week, fellow advisor Danielle Woods joins the podcast. Danielle draws on her 26 years of experience as a financial advisor to discuss the five most common issues she sees clients struggle with. They are:
 
1. Focusing on an isolated issue rather than the whole picture.
2. Balancing paying off debt vs savings
3. Being proactive and speaking with your advisor before taking action
4. Preparing for death (legally and financially speaking)
5. Working on their budget
 
Additional resources:
 
During our discussion Danielle referenced a webinar that we hosted that goes through the elements of estate planning.
 
 

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