Communicating Your Plans
Communicating Your Plans

M Advisor Podcast: Financial Clarity for Physicians por M Advisor

Notas del episodio
If a tree falls in the forest, but no one hears it, does it make a sound? If plans are created, and no one knows about them, do the plans exist? Here, we chat about what aspects of a financial plan should be discussed and how to discuss them.
Palabras clave
financial planninglegacyestate planningphysiciansdoctorsretirementfinancial advisorfinancial goalstrustbehavioral finance