Agency Intelligence

We are thrilled to welcome the Stuff About Money They Didn’t Teach You In School Podcast to the AI Podcast Network! Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better. Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple is sometimes best. Episode Highlights: Xavier discusses the use of children on a mock jury to simplify arguments and make them more understandable, highlighting the need to keep things simple in various fields, including financial planning. (1:31) Erik mentions that human nature tends to favor complexity over simplicity, but sometimes it's important to remember that simplicity can be more efficient and productive. (4:09) Erik explains that the role of a financial planner