166: Guest Interview - Who Needs a Financial Advisor?
Millionaires Unveiled - Podcast autorstwa Jace Mattinson, CPA - Poniedziałki
Jonathan is a financial advisor at Lionsgate Advisors. We discuss the financial planning industry, who needs a financial advisor, and why he believes the industry has a bad rap. Jonathan also shares the importance of having a clear vision and goal for where you want to be. We also discuss the "order of operations" of investing - where to save and invest the next dollar.
