The American Dream Experience

Know the Difference: Financial Coaches Versus Planners


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In today's podcast, Founder and CEO of Veritas Financial Services Margaret Wittkopp makes an important distinction between financial coaches and planners. Investors, no matter how experienced, will always benefit from an objective coach.
On the other hand, planners and sales representatives may not have your best interests at heart since they're in it for their commissions. Your American Dream is within reach and the key may well be in finding the right financial coach!
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The American Dream ExperienceBy Margaret Wittkopp

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