What is Financial Planning? episode artwork

EPISODE · Feb 10, 2023 · 29 MIN

What is Financial Planning?

from FPO&G: Financial Planning for Oil & Gas Professionals

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?For more information and show notes visit: https://bwmplanning.com/episode44Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

Episode metadata supplied by the publisher feed · Published Feb 10, 2023

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What is Financial Planning?

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This episode was published on February 10, 2023.

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