
Sign up to save your podcasts
Or


Life gets messy and whether it's a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/144
By XYPN4.6
136136 ratings
Life gets messy and whether it's a new tax law or a looming divorce settlement, the value of a financial planner who has expertise in these areas is truly valuable. Diana Bacon joins us on the show today to discuss her career from working with multiple different firms to eventually moving to the fee-only model and starting her own firm. She discusses the struggles and issues she faced and shares some valuable insight into how she did it and how she would have done it differently.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/144

586 Listeners

5,139 Listeners

4,457 Listeners

474 Listeners

463 Listeners

919 Listeners

242 Listeners

115 Listeners

30 Listeners

129 Listeners

3,430 Listeners

25 Listeners

135 Listeners

15 Listeners

25 Listeners