The one element of financial planning that requires the most collaboration between advisor and client is goal setting, and to do it right takes time and thoughtful consideration. Nathan and Steve discuss how to approach the process of establishing and prioritizing your financial goals. Also, on our MoneyTalk Moment in Financial History Nathan and Daniel take us through one of the most significant and widely debated periods in American history, The Great Depression.
Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 6/12/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!