EP 28 - Our Controversial Financial Advice
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EP 28 - Our Controversial Financial Advice
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About this listen
Heather and Dave discuss various financial planning topics, including investment projections, rebalancing strategies, client engagement, personal finance decisions, debt management, the role of 529 plans, home ownership versus renting, entrepreneurship, behavioral finance, college education funding, and retirement planning.
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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.