Plan Better and Achieve More: Two Case Studies of Financial Planning Success (with Taylor Schulte)

What could you achieve if you planned better? CFP Taylor Schulte shares two stories told by financial planners about clients who achieved extraordinary results by creating and working on their financial plans. We dive into how you can dream bigger and do more with just a few better tactics.

Plus, in our headlines segment, it turns out that a million dollars isn't enough to be comfortable in retirement (according to one source). We'll help you tweak your plan. In our TikTok minute, we ask, "What could happen to your trust if it isn't all done correctly?" Apparently, you need to do ONE big thing to make sure your trust works the way you want.

We also throw out the Haven Life line to a Stacker who wants to become a financial planner. How do you break into the biz? ...all of that, AND of course, we'll share Doug's trivia.  

Find show notes at stackingbenjamins.com/taylor-schulte-1332

Find deeper dives tomorrow on ALL of these topics in our newsletter, the 201: stackingbenjamins.com/201

Enjoy!

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