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Do You Trust Your Financial Plan?

Do You Trust Your Financial Plan?

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What do you do when the numbers tell a different story than your gut? This episode tackles a common planner's dilemma: how to help clients truly believe their financial plan when the data clearly shows they'll be okay. We'll explore if it's about our planning approach, or the deeper issue of trusting the data itself.

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Send your questions for upcoming show to checkyourbalances@outlook.com
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.