Why Good People Avoid Financial Planning and Regret It Later

Send us Fan MailOften people who are doing “pretty well” still avoid financial planning, or they start and quietly drop off. In this episode, Tim Ellis and Sheldon Wu talk about why that happens, what it really costs over time, and why good planning is about a lot more than just returns. A practical, honest conversation based on what we actually see with clients. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: [email protected] More Dollars & Sense Content: Click HereListen to all The Dollars & Sense Podcasts: Click HereThe information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure