The Lies You’re Told About Financial Planning

Society tells us that we can only retire in our 60s. If that’s your plan, I think it’s great! But you need to know there are more options available than you have ever dreamed possible, and it all comes down to having the right financial planning strategy in place.

Of course, that’s easier said than done.

Listen in as I break down what’s wrong with the standard approach to financial planning, and what you can do to chart a course towards your ideal life in as little as a year.

In today’s episode, you'll find out:

  • Why financial planning isn’t only for rich people
  • What’s wrong with the standard approach to financial planning
  • The real purpose of financial planning
  • How to use financial planning to live your ideal life in a year
  • Why financial planning is different than financial tools
  • About different roles of financial planners and how the profession has evolved over time
  • Why increasing your income alone doesn’t guarantee financial success
  • How to use financial planning tools to your advantage as a student loan borrower

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