Ep 4: Financial Planning Can Be Done by Anyone with Technology – Busting Financial Myths, Part 4

On part four of our financial myths series, we take a look at the idea that financial planning today is much easier to do because of technology and it’s something you can easily take on by yourself. While it’s great to have access to everything the internet has to offer, it’s far from a perfect solution for planning your future.

On this episode:

1:35 – Introducing part four of our series.

2:07 – Small business spotlight: What qualities do you look for in an employee?

4:33 – Recapping our Busting the Biggest Financial Myths series

5:10 – Today’s myth: You don’t really need a financial advisor today with all of the technology at our disposal.

6:14 – How do you sift through all of the information that’s available every day.

7:23 – Do you have many clients that come in that had some bad research?

8:12 – You can’t always trust what these online calculators or algorithms are going to produce for you.

9:08 – Research can help you but having that personal relationship is still very important.

10:54 – We offer the LOCK process to get to know more about our clients.

Check out the show notes and additional resources here: https://www.baschrock-fg.com/podcast/ep-4-financial-planning-can-be-done-by-anyone-with-technology-busting-financial-myths-part-4/