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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.

Episode metadata supplied by the publisher feed · Published Sep 13, 2023

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Financial Insanity 9-13-23: Client Experience and Mailbag Questions

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