What does financial planning/well-being actually mean - time to feel the value of financial planning.
Podcast For Business with Steve Twynham

What does financial planning/well-being actually mean - time to feel the value of financial planning.

2023-09-19

In this podcast Steve Twynham is joined by Dan Willers of Robertson Baxter.

Steve asks some key questions.

  • Is financial advice & wellbeing  the same thing?
  • Why you must have a long term outlook to be successful at investing.
  • Why invest when you can get 5% interest on cash in the bank?
  • Is it expensive working with a financial advisor.
  • Do people view retirement in different ways?

    And as normal Steve covers much more.

    Enjoy the podcast.

 

 

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