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The Lion and the Mouse | Series 8.12
Manage episode 336075643 series 2896200
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Everyone has unique abilities. Is your advisor's unique ability financial planning?
- We are all well suited for very different things, we all have what some might call our unique abilities. (02:17)
- So when we talk about financial planning, if designing your own financial plan is something that is a unique ability of yours, that's fantastic. (03:07)
- If it is not, I would encourage you not to try to figure it out yourself or ask your accountant or worse even just ignore it altogether. (03:22)
Quote for the episode: "Find someone who specializes in financial planning, somebody that does hundreds of them every year, and let them help you get out of or preferably avoid any nets that may be in your way." (03:32)
Securities offered through TFS Securities, Inc., and Advisory Services through TFS Advisory Services, an SEC Registered Investment Advisor Member FINRA/SIPC. TFS Securities, Inc., is located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
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