Episode 242-Marc Bernstein on Financial Planning that Addresses Life and Business Stages-with Lois Sonstegard,PHD

Welcome to Episode 242 of Building My Legacy.<br /><br />What’s been your experience with financial planners? Does the discussion start with a product the financial planner thinks is best for you? If so, you’ll appreciate this podcast in which Marc Bernstein explains why financial planning should have nothing to do with product but everything to do with your goals or the stage of your life or business. He shares with us his unique approach to financial planning, which is detailed in his book, The Fiscal Therapy Solution 1.0. We also discuss the importance of planning your legacy and how talk...