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Amy and Jeff discuss the hardest part of financial planning: Understanding the Why and helping clients feel comfortable discussing hard topics and asking questions. Featured Beer: Perfect Haze, a hazy/Juicy IPA that is one of Jeff's homebrews. Why this beer? Jeff's goal was to create a beer his wife would like, tune in to find out if she did.
By Audacy5
22 ratings
Amy and Jeff discuss the hardest part of financial planning: Understanding the Why and helping clients feel comfortable discussing hard topics and asking questions. Featured Beer: Perfect Haze, a hazy/Juicy IPA that is one of Jeff's homebrews. Why this beer? Jeff's goal was to create a beer his wife would like, tune in to find out if she did.