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166: Guest Interview - Who Needs a Financial Advisor? episode artwork

EPISODE · Dec 28, 2020 · 42 MIN

166: Guest Interview - Who Needs a Financial Advisor?

from Millionaires Unveiled · host Clark Sheffield, CPA and Jace Mattinson, CPA / ChooseFI / Planet Money

Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar. 

Episode metadata supplied by the publisher feed · Published Dec 28, 2020

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166: Guest Interview - Who Needs a Financial Advisor?

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