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Episode 3: Planning Over Pitching
Is financial planning truly helping you make confident money decisions, or is it just a sales pitch disguised as advice? In this episode of I’ve Heard Worse, Sara McCullough discusses the truth about financial planning, and why most of us aren't getting the guidance we need. She shares valuable insights and actionable steps to help you take control of your financial future. By asking the right questions and gaining clarity on your goals, you can make empowered decisions about your money.
Key Points
You sound like a regular person — Financial planning isn't just for the ultra-wealthy or in times of crisis. It's for anyone who wants clarity and control over their money, no matter their situation.
How does this help me meet my goals? — The key question you should ask every advisor every time they propose something. This simple question ensures your goals are at the center of every decision.
Clarity starts with tiny steps — Making small, intentional decisions about your money can lead to major shifts in how you view and manage your finances.
You deserve options, not a sales pitch — Understand the difference between real financial planning and investment sales tactics. A good financial planner gives you all the options and the pros and cons of each.
Resources
Sara McCullough on Web | LinkedIn | Email | Instagram
Organize Your Financials - with 45 days free trial period
View all episodes
By Sara McCulloughIs financial planning truly helping you make confident money decisions, or is it just a sales pitch disguised as advice? In this episode of I’ve Heard Worse, Sara McCullough discusses the truth about financial planning, and why most of us aren't getting the guidance we need. She shares valuable insights and actionable steps to help you take control of your financial future. By asking the right questions and gaining clarity on your goals, you can make empowered decisions about your money.
Key Points
You sound like a regular person — Financial planning isn't just for the ultra-wealthy or in times of crisis. It's for anyone who wants clarity and control over their money, no matter their situation.
How does this help me meet my goals? — The key question you should ask every advisor every time they propose something. This simple question ensures your goals are at the center of every decision.
Clarity starts with tiny steps — Making small, intentional decisions about your money can lead to major shifts in how you view and manage your finances.
You deserve options, not a sales pitch — Understand the difference between real financial planning and investment sales tactics. A good financial planner gives you all the options and the pros and cons of each.
Resources
Sara McCullough on Web | LinkedIn | Email | Instagram
Organize Your Financials - with 45 days free trial period