The Meaningful Money Personal Finance Podcast

Big Ideas: Planning Over Products

6 snips
Mar 13, 2024
Exploring the shift to client-centered financial planning, emphasizing the importance of understanding individual goals and making decisions based on desired outcomes. Discussing retirement planning, importance of cashflow modeling, and achieving long-term financial success through compound growth. Delving into challenges of pension division in divorce and celebrating podcast milestones.
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Episode notes
1
Introduction
00:00 • 2min
2
Evolution of Financial Advice towards Planning
01:38 • 4min
3
The Essence of Financial Planning
05:14 • 16min
4
Navigating Financial Tools and Planning for Retirement
21:25 • 3min
5
Navigating Financial Planning towards Retirement
24:19 • 5min
6
Client-centered Financial Planning and Cashflow Modeling
29:21 • 3min
7
Emphasizing the Vitality of Financial Planning for Long-Term Financial Success
32:09 • 2min
8
Importance of Financial Planning and Compound Growth in Making Informed Decisions
34:26 • 3min
9
Navigating Pension Division in Divorce
37:40 • 9min