EPISODE · Sep 13, 2023 · 56 MIN
Financial Insanity 9-13-23: Client Experience and Mailbag Questions
from Financial Insanity w-Scott McLean · host Scott McLean
This is Financial Insanity w-Scott McLean. Today's show is client experience and mailbag questions. With a financial uncertainity, we all have questions about the market and how your portfolio is doing, you'll hear about the six step educational process and how it can help you get the answers you need. Is the financial junk drawer bogging your portfolio and plan down? Plus, why it's important to break out of our routine when it comes to planning for retirement.
What this episode covers
This is Financial Insanity w-Scott McLean. Today's show is client experience and mailbag questions. With a financial uncertainity, we all have questions about the market and how your portfolio is doing, you'll hear about the six step educational process and how it can help you get the answers you need. Is the financial junk drawer bogging your portfolio and plan down? Plus, why it's important to break out of our routine when it comes to planning for retirement.
NOW PLAYING
Financial Insanity 9-13-23: Client Experience and Mailbag Questions
No transcript for this episode yet
Similar Episodes
Apr 22, 2025 ·32m
Feb 27, 2025 ·0m
Sep 20, 2024 ·57m
Aug 7, 2024 ·16m