Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)
The Stacking Benjamins Show
00:00
Is This a Good Financial Plan?
Cheryl: I was so excited when I read that because this is a well-rounded financial plan, Taylor. The place where I move forward was when he goes, but that's table stakes. He showed them that they could make 25% less money and they're not trapped. And you already gave this away as well, Taylor. They can make this move whenever they want and it'll be fine.
Play episode from 40:20
Transcript
