How do my financial plan and investment portfolio work together

When it comes to your financial life, it is important to make sure your financial plan and portfolio strategy are aligned. But, how are these two concepts related, why should conversations about them be ongoing and what are some strategies you should consider We will discuss all of that and more in the fourth segment of our Evolution of Advice podcast series. Featured are Steve Mattus, Head of Advisory and Planning Products, Emily Lau, Head of Wealth Planning Sales and Ashok Eastman, Head of Portfolio Advisory Group Americas. Host: Daniel Cassidy