Abraham and Rebecca have an interesting discussion about:

- Rebecca’s career at Balance: Wealth Planning, and insight into her personal journey that led to her starting the firm

- Where she is in terms of people clients, and financial metrics

- Since Balance started it’s grown incredibly fast, Rebecca explains the key drivers behind this

- The significance of fees, and why they shouldn’t be adjusted to the client’s budget

- What the investment process looks like today, including whether to outsource or build things internally, and what the pros and cons are to each approach

- Rebecca’s single biggest bug bear about the profession

- Rebecca’s personal approach to retirement