Jul 19, 2019
Many people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s the focus for this episode as Joel gives you ways to do that and also spends some time addressing half-truths in the financial industry.
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Here's a full rundown of this episode:
0:42 – Fun Fact of the Week
3:10 – Beauty of Simplicity and How to Make Financial Structure Less Complicated
6:49 – 3 Areas That Overwhelm People
9:27 – Strategies Joel Uses to Bring Simplicity to Clients
11:42 – Explaining How the Money Map Process Assists in This
14:45 – The Whole Truth on Financial Half-Truths