Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about the importance of having a financial plan in place to ensure all the things you have worked for are efficiently positioned to take care of all the things you want to do and all the people that you love. Having a plan pays off! You need to know where you are and where you are going to get there in the most efficient way possible. Join in as we explore on our latest podcast episode. More about guest Director of Financial Planning, Jeff Stolper: http://bit.ly/31DmMCJ Important legal disclosure: http://bit.ly/2DC250b
Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!
Important legal disclosure: http://bit.ly/2DC250b