How Investments Work With Your Clients [Episode 255]
The Perfect RIA
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Reframing Investments as a Tool for Financial Goals
This chapter explores the perspective of using investments as a means to achieve financial goals rather than the sole focus, emphasizing the importance of broader financial planning areas like estate planning, risk management, retirement, income, and taxes. It addresses the bias towards fixating on investments alone and stresses the necessity of holistic financial planning.
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Transcript
