The first meeting can shape your entire financial future—if it’s done right. Christian McPherson explains how understanding goals, risk, and income needs builds a stronger plan. The episode also explores retirement risks, market volatility, and staying engaged in your financial strategy.
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Layoffs, Taxes, and the Real Test of Retirement Planning
28:35

Building Guardrails for an Unpredictable Market
28:58

The Long Game in Financial Planning
22:42