EPISODE · May 27, 2026 · 37 MIN
#4 - Projections
from Better Planner · host Taylor Stewart
Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan.In this episode, Taylor Stewart and Colin Page talk about where projections actually fit in financial planning. They cover the difference between projections and calculations, why detailed models can create false confidence, and how to keep the focus on the only question that really matters: what should the client do today?In this episode:Why projections are helpful for visualization, but dangerous as the centerpieceThe difference between a projection and a calculationHow detailed models can waste time without changing the recommendationWhy retirement projections still need humilityHow guardrails can make projections more actionableWhy advisors should model what affects today’s decision, then stop
What this episode covers
Projections can help clients see the future, but they can also trick advisors into building a prettier model instead of a better plan.In this episode, Taylor Stewart and Colin Page talk about where projections actually fit in financial planning. They cover the difference between projections and calculations, why detailed models can create false confidence, and how to keep the focus on the only question that really matters: what should the client do today?In this episode:Why projections are helpful for visualization, but dangerous as the centerpieceThe difference between a projection and a calculationHow detailed models can waste time without changing the recommendationWhy retirement projections still need humilityHow guardrails can make projections more actionableWhy advisors should model what affects today’s decision, then stop
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#4 - Projections
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