Why are we so afraid of talking about our finances? Whether we're ashamed of the debt we've taken on or poor long-term planning, it can be hard to discuss money – even with our advisors! Brian, Alex, and Kent talk about the "Bucket Strategy" and how it is the basis to financial planning. If you're in the Fresno, CA area, be sure to come to our free workshop this week!

 

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com