Your Greatest Asset
A recollection of some difficult experiences and a training meeting at the office this week revealed this gap in my plan.
A recollection of some difficult experiences and a training meeting at the office this week revealed this gap in my plan.
This week's blogpost - https://bahnsen.co/3DdMjXk
Today’s discussion was a lecture I was giving myself. Is there a place of vulnerability in my financial plan that needs to be addressed? Maybe your plan has some vulnerabilities and gaps, too. I encourage you to get a second pair of eyes on your plan and make sure everything is buttoned up and tidy.
Why? Because everything can change in a moment.
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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