• Beyond Wealth: The Power of Financial Planning.

  • Feb 11 2025
  • Length: 28 mins
  • Podcast

Beyond Wealth: The Power of Financial Planning.

  • Summary

  • 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

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