On this show, we talked about goals based investing, the difference between investment advice versus financial planning and fintech advances with Peter Lazaroff CFP, CFA, the Co-Chief Investment Officer for both PlanCorp and Bright Plan as well as a contributor to The Wall Street Journal and Forbes. Listen to find out how Peter thinks the democratization of financial advice can benefit you!
For the Difference Making Tip, scan ahead to 15:47.
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Difference Making Tips 68-99
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