• Deferred Planning

  • 2024/03/12
  • 再生時間： 17 分
  • ポッドキャスト

Deferred Planning

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  • According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.

    The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton

    Click here to listen on your favorite podcast app.

    Connect with Katie & Dennis:
    • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
    • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
    • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
    • Give feedback: info@mortonbrownfw.com

    Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

    Reference Links:

    Fidelity's 2024 Financial Resolutions Report
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あらすじ・解説

According to Fidelity's annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don't have a problem with the number, but rather the definition of what Americans constitute as a "financial plan". They share how they help families who have deferred proper planning, emphasizing that it's not too late to salvage your financial future.

The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. - Dennis Morton

Click here to listen on your favorite podcast app.

Connect with Katie & Dennis:
  • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
  • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
  • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
  • Give feedback: info@mortonbrownfw.com

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

Reference Links:

Fidelity's 2024 Financial Resolutions Report
続きを読む 一部表示

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