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4min chapter
Helpful Basics: The Financial Advice Process
The Meaningful Money Personal Finance Podcast
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode