S1|E46: Behind The Scenes of Financial Planning

Join Bjorn as he welcomes Jim Kastner, CFP® to the podcast, new friend, and financial advisor with decades of experience. We'll talk you through what financial planning is, how an advisor can help, and so much more.The material we will be discussing is not intended as ERISA, legal, accounting, or tax advice, nor is it intended to provide specific advice or recommendations for any individual. To determine which strategies orinvestments may be suitable for you, consult the appropriate qualified professional prior to making a decision.If you would like support in your financial life, please head over to LifeMoneyYou.com and subscribe to our Financial Well-Being Program to take advantage of relevant content, our mobile app, one-on-one financial coaching, as well as Credit Union membership from BCU. Life Happens. Money Is Important. We Are Here for You. #financialwellbeingforall #financialhealth #financialwellbeing #financialplanningLife. Money. You.® | Helping people discover financial freedom with one-on-one coaching and digital solutions. | Subscribe @ LifeMoneyYou.com Today