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Financial Planning: More Than Just Portfolio Returns Episode - 89
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Welcome to this week's episode of Wisdom and Wealth! Check out below for an outline of today's discussion.
- Common mistakes in financial planning:
- Emphasis on retirement and portfolio return assumptions
- Warning against exclusive focus on short-term gains and market volatility
- Advocacy for concentrating on factors within one's control
- Importance of trust in financial planning:
- Building trust through understanding clients as individuals
- Stressing the significance of beliefs and principles in the partnership
- Constructing a cash flow as a critical aspect:
- Highlighting the importance of understanding clients' unique goals and aspirations
- Evaluating tax planning alongside income requirements
- The role of cash flow in controlling market returns and optimizing tax efficiency
- Avoiding common pitfalls:
- Caution against advisors focusing solely on returns and not understanding the client
- The value of asking in-depth questions about family, beliefs, and tax planning
- The potential downside of seeking higher returns without considering cash flow efficiency
Music by bensound.com
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