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Helpful Basics: The Financial Advice Process

The Meaningful Money Personal Finance Podcast

CHAPTER

Empowering Financial Futures through Cash Flow Modeling

This chapter highlights the critical role of cash flow modeling in financial planning, using the app Voyant to create detailed forecasts. It emphasizes how adjusting variables can enhance clients' retirement options and quality of life, while addressing the common underutilization of this technique among financial advisors.

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