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Financial Planning Was Designed to Fail

  • Broadcast in Finance
Guide to Financial Peace

Guide to Financial Peace


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NO BS Money Guy Todd Strobel is taking on the concept of financial planning. Will Financial Advisors continue to follow the current broken model?

Financial Planning assumes:

  1. Past Predicts the Future
  2. All Clients Have the Same Goals
  3. Risk Tolerance is Only Variable
  4. Scarcity-Sacrifice is Required 
  5. Delay and Defer Taxation is Valid Strategy
  6. Only Financial Resources Included

These are just a few of the many flaws of the financial planning process. The Prosperity Economics Movement seeks to redefine client/advisor relationship. 

You are invited to call in with with questions and comments. 

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