Defining Financial Planning & Advisors

Laurie Siebert, CPA, CFP®, AEP® discusses: “What is financial planning and what is a financial advisor?”

Laurie’s takeaways from this episode:
Doing something is better than nothing and starts with a first step. What will be your first step? The sooner you start the more options you will have and your future self will really appreciate the effort you take today. Defining your goals is a great way to start!

(Original air date October 7, 2020)