44: Don't Try This at Home! Unique Situations Call for Unique Strategies

<p class="p1">How exactly do you measure the value of financial planning? It<span class="s1">’</span>s a tough concept to grasp for many, because it just seems so… intangible. Most people think that it<span class="s1">’</span>s all about investment management. That<span class="s1">’</span>s certainly a big slice out of financial planning, but it ain<span class="s1">’</span>t the whole pie!</p> <p class="p2"> </p> <p class="p1">As Kevin reminds us, great financial planners help their clients get crystal clear on their life path by helping them make wiser money-related decisions.</p> <p class="p2"> </p> <p class="p1">Listen in as our hosts describe not only the technical side of their role as advisers, but also the <em>art</em> of financial planning. Because every person<span class= "s1">’</span>s situation is unique, there is no such thing as one-size-fits-all advice.</p> <p class="p2"> </p> <p class="p1">But there <em>are</em> common issues that men and women considering retirement have to deal with. Stephanie and Kevin do a deep dive into four unique planning situations to illustrate the value of <em>real</em> financial advice!</p> <p class="p2"> </p> <p class="p1"><strong>Key Topics:</strong></p> <ul class="ul1"> <li class="li1">What <span class="s1">“</span>money stuff” will your financial planner help you with? (2:00)</li> <li class="li1"><em>Example 1:</em> A women entrepreneur in her 40s who is undercharging for her services (5:28)</li> <li class="li1"><em>Example 2:</em> A single man in his 50s who is feeling underappreciated at work (9:12)</li> <li class="li1"><em>Example 3:</em> A woman in her early 60s who<span class="s1">’</span>s job came to an end a little too early (15:57)</li> <li class="li1"><em>Example 4:</em> A woman in her 80s near the end of her life (Deathbed Roth Conversion) (20:31)</li> <li class="li1">The value of <em>real</em> financial planning (30:32)</li> </ul> <p class="p2"> </p> <p class="p1"><strong>Resources:</strong></p> <ul class="ul1"> <li class="li3"><span class="s2"><a href= "