66- How a financial plan and planner can help you

Marc & Josh discuss the benefits of annual planning meetings and how it demonstrates the role of a financial planner.What is the point of annual planning meetingsThe benefits of a financial planWhat happens during a planning meetingLinks:The Orchard PracticeCavendish ContentLeave a review!Support our show with a donation! Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler.Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society.Links:The Orchard PracticeCavendish ContentLeave a review!Support our show with a donation!Support this show http://supporter.acast.com/inforapennypodcast. Hosted on Acast. See acast.com/privacy for more information.