Ep. 136 - Busting Myths about Financial Planning and Finding Your ”Why” Behind Your ”What”, William Green & Robbie Kinney, MillCreek Financial Consultants
According to Forbes in 2022, only 23% of Americans had a written financial plan, while 37% had done no financial planning at all. It is a common misconception that you need to have a lot of money or be a business owner to seek out financial planning services and this could not be further from the truth.
On this week’s episode of the Tallahassee Business Podcast we are joined by our 2023 Podcast Presenting Sponsor, MillCreek Financial Consultants. William Green and Robbie Kinney join us to break down the walls of financial planning. They discuss their Process vs. Product approach, advice on planning for retirement when inflation is inevitable, and how exit strategies need to be discussed sooner rather than later.
MillCreek shares their "why" behind their "what" and how they believe financial education is the forefront of what they do.
Tune in to this week's episode to learn more!
Visit MillCreek's website here: https://www.millcreekfinancialconsultants.com/
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