EPISODE · May 3, 2021 · 23 MIN
11. How Much Financial Planning Is...Too Much?
from It's No Secret · host Catherine Emerson & Christine Jensen
Hello! In today's episode we are answering the question of... HOW MUCH FINANCIAL PLANNING IS TOO MUCH FINANCIAL PLANNING? We all have different levels of financial planning we like to do. Some like to get knee deep in the excel spreadsheets and others avoid it like the plague. So which one are you? And is there a balance we can strike between having clarity over our finances by planning, and over-planning then scaring ourselves out of ever looking at a spreadsheet again? Let's discuss. In this episode we cover: How having clarity over our finances can benefit us in many aspects of our lives Whether your money habits change the wealthier you become What financial planning actually IS and whether it's something you can effectively do alone The value of a good spreadsheet to crunch some numbers, and the downstairs of getting too involved The difference between day to day money management and financial planning Ideas to improve your financial planning skills What a financial planner actually does, how you can find one, when you should consider using a financial adviser and how much you can expect to pay them If you're keen to check out more head to https://itsnosecret.co.nz/11 If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz Disclaimer: Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice. Any information we provide is general only and current at the time of writing. Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz
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Hello! In today's episode we are answering the question of... HOW MUCH FINANCIAL PLANNING IS TOO MUCH FINANCIAL PLANNING? We all have different levels of financial planning we like to do. Some like to get knee deep in the excel spreadsheets and others avoid it like the plague. So which one are you? And is there a balance we can strike between having clarity over our finances by planning, and over-planning then scaring ourselves out of ever looking at a spreadsheet again? Let's discuss....
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11. How Much Financial Planning Is...Too Much?
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