The Money Pig Podcast
The Money/Financial PIG Podcast brought to you by Goodwin Investment Advisory where our Mission is to lead people to Financial Peace, Independence and Generosity.
https://www.goodwininvestment.com
The Money Pig Podcast
Do your values align with your financial advisor?
July 15, 2024
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www.goodwininvestment.com
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Season 2
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Episode 27
Episode 67 - Do your values align with your financial advisor?
Description
The Money Pig Podcast Episode features Tim Goodwin discussing values alignment, investment philosophy, client experience, Inside Out 2 and financial planning, website and marketing. Key points included the importance of aligning values between clients and advisors, personalized financial planning, and addressing financial anxiety.