What I Learned in 2020

It’s always a good idea to look back and reflect on what you learned in a year, but what you don’t want is your financial planner telling you what they learned with your money this year. Today, Paul, Anne, and Arlene talk about why it was so important to have a skilled planner this year and some predictions the financial industry made about 2020 that were downright laughable. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.