How Much Liquidity Should We Have?
Автор: Nic Nielsen, CFP® — Know My Plan
Загружено: 2023-09-13
Просмотров: 82
Описание:
Yes, we're financial planners, but we're also human—and we've made mistakes ourselves along the way.
In this video I share a couple of quick stories and examples of mistakes that we've made and how we use those experiences to help our clients avoid making the same mistakes.
I hope you find this helpful and if you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.
We're currently taking on great new clients.
Thanks for watching!
Nic
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Know My Plan (website): https://knowmyplan.com/
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