Making Money Fun
Financial Planning vs Investment Planning
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:11:17
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Sinopsis
In our second episode, Shanna talks about the differences between Financial Planning and Investment Planning. Having a solid foundation is so important, but getting that personal touch really makes a difference.Also, don't try to hide money from your financial advisers. Especially if it's a $500,000 Lamborghini.For more information. to book an appointment with Shanna, or to check out many of Heritage Financial's resources, click here.