
Sign up to save your podcasts
Or


If you never examine how your clients spend money, there's really no need to make a financial plan. It can be a challenging conversation, but clients need to recognize the connection between spending, budgeting, and saving. On this Elementality, Reese explains to the clients of his RIA why spending and saving are the yin and yang of a good financial plan.
By Jordan Haines, CFP®4.8
3535 ratings
If you never examine how your clients spend money, there's really no need to make a financial plan. It can be a challenging conversation, but clients need to recognize the connection between spending, budgeting, and saving. On this Elementality, Reese explains to the clients of his RIA why spending and saving are the yin and yang of a good financial plan.