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Financial Planning: More Than Just Portfolio Returns Episode - 89
संग्रहीत श्रृंखला ("निष्क्रिय फ़ीड" status)
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Joshua Klooz द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Joshua Klooz या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Welcome to this week's episode of Wisdom and Wealth! Check out below for an outline of today's discussion.
- Common mistakes in financial planning:
- Emphasis on retirement and portfolio return assumptions
- Warning against exclusive focus on short-term gains and market volatility
- Advocacy for concentrating on factors within one's control
- Importance of trust in financial planning:
- Building trust through understanding clients as individuals
- Stressing the significance of beliefs and principles in the partnership
- Constructing a cash flow as a critical aspect:
- Highlighting the importance of understanding clients' unique goals and aspirations
- Evaluating tax planning alongside income requirements
- The role of cash flow in controlling market returns and optimizing tax efficiency
- Avoiding common pitfalls:
- Caution against advisors focusing solely on returns and not understanding the client
- The value of asking in-depth questions about family, beliefs, and tax planning
- The potential downside of seeking higher returns without considering cash flow efficiency
Music by bensound.com
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