5. Rethink: Financial Advice a Luxury or Necessity?

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry? In this episode, Adam Holt & Derek Notman rethink the financial industr...

Episode 5 of the Rethink. Financial Advice podcast, hosted by H. Adam Holt, CFP and Derek N.H. Notman, CFP, titled "5. Rethink: Financial Advice a Luxury or Necessity?" was published on August 26, 2021 and runs 44 minutes.

August 26, 2021 ·44m · Rethink. Financial Advice

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Summary

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry? In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading 5. Rethink: Financial Advice a Luxury or Necessity? → Hosted on Acast. See acast.com/privacy for more information.

Episode Description

There is a common phrase that indicates the luxuries of one generation will become the necessities of the next. But how does this age-old concept relate to the financial industry? In this episode, Adam Holt & Derek Notman rethink the financial industry in terms of luxuries versus necessities. The duo dissect how services once seen … Continue reading →

Hosted on Acast. See acast.com/privacy for more information.

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