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Staying Committed To Your Financial Plan
Manage episode 455008574 series 3533022
محتوای ارائه شده توسط Ed Bao. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Ed Bao یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of Jumping the Wealth Curve, Ed Bao discusses the importance of staying committed to your financial plan. He emphasizes the need for an open mind when formulating a plan and the significance of emotional and mental commitment to achieving financial goals. Ed highlights the role of a financial advisor as a coach, guiding clients through the complexities of personal finance and helping them stay on track. He also stresses the importance of open communication with advisors and the need for regular check-ins to adjust plans as necessary.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!
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