Understanding Financial Advisory Dynamics

On this week’s episode, we’re kicking off year-end planning — an exceptionally important practice when it comes to your finances. We’re setting the stage by diving into three financial planning misconceptions, rethinking three common financial practices and welcoming back to the show one of our nearly 500 CERTIFIED FINANCIAL PLANNER™ professionals, Managing Director Ryan Swartz, to share his insights. Tune in and give yourself a successful jump-start on one of the busiest times of the year.