Lessons and Insights From Our Time in the Industry

Oct 25

Today we dive into the insights and experiences gained over the years. We reflect on the lessons that have shaped our approach, the things we wish we knew when starting, and the areas where we might have taken a different path. From stepping into the unknown world of our first jobs to the realization that financial planning is not just about investments, we discuss the complexities of the industry.

It's all about simplifying intricate concepts and understanding the many steps involved in creating a sound financial plan. Learn why creating portfolio buckets is crucial and how finding the right financial planner, one who aligns with your unique needs, is a game-changer because not every advisor is the same.

What You’ll Learn:

Why investing is not the only thing that goes into financial planning.
What a personal money management meeting is.
How we take complex financial decisions and make them simple.
What we as financial planners actually do.
The importance of creating buckets in your portfolio.
Why it is essential to find the right financial advisor for you.

Ideas Worth Sharing:

“It isn’t that investments are simple, they are complex. It’s about being able to take something complex and make it simple.” - Brad Gotto
“People think that they’re going to come in here and we are going to say ‘Okay, you told me what you want to make happen. Here is your portfolio.’ However, there are a lot of steps to get you there.” - Matt Stahl
“Education along the way is so important in financial planning.” - Brad Gotto