RHP Market Talk Episode 44 dives into the essential role of financial planning in achieving long-term success, emphasizing that it is not exclusive to the wealthy. Natalie Picha, Partner and CXO, and Matt Berti, CFP®, CPWA® Associate Wealth Advisor, discuss misconceptions surrounding planning, emotional barriers clients face, and strategies that can transform one's financial future.
• Importance of combining financial planning with investment strategies
• Financial planning as an accessible resource for everyone, not just the wealthy
• Good money habits and their impact on financial health
• Emotional challenges people face when engaging in financial planning
• Commonly overlooked financial strategies worth exploring
• Continuous planning as an evolving process rather than a single event
• The importance of a trusted advisor-client relationship
• Preview of upcoming episodes focused on the emotional aspects of financial planning
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https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530