Peter Mallouk interviews Jeff Stolper, Creative Planning Director of Financial Planning about a study the Certified Financial Planner Board of Standards, Inc. conducted. The 2013 Household Financial Planning Survey and Index paints a compelling portrait of Americans’ financial planning behaviors and the state of personal financial planning in the US. 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