46 - Politics - Do You or Don't You?
TRAP: The Real Adviser Podcast
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Navigating Politics in Financial Planning
This chapter delves into the importance of addressing political events with clients, even if the speaker dislikes discussing politics. It covers topics such as handling conversations about potential impacts of political changes on financial planning strategies, the anticipation of changes in pension regulations, and the implications of legislative changes on financial decisions. The speakers emphasize the significance of staying informed about policy changes, taking preemptive action, and providing valuable guidance amidst uncertainty in financial planning.
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