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Trust, Transparency, and True Wealth: Wrapping Up Financial Literacy Month
On this week's Time, Talent, Treasure Radio, host Ben Taatjes and Tim Mattern close out Financial Literacy Month with an important conversation about trust and understanding in financial planning. They share why it's not enough for clients to trust them—they also want clients to understand what's happening with their finances and grasp the key difference between wealth and income.
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By Stewards Planning GroupOn this week's Time, Talent, Treasure Radio, host Ben Taatjes and Tim Mattern close out Financial Literacy Month with an important conversation about trust and understanding in financial planning. They share why it's not enough for clients to trust them—they also want clients to understand what's happening with their finances and grasp the key difference between wealth and income.