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Jesse and Gabe sit down with Allison Schraf, Wealth Planner at Cobblestone. They discuss:
– What’s a CFP?
– The most common questions financial planners deal with
– Budgets and balance sheets
– How financial plans prepare for recessions and bear markets
– Common mistakes in financial planning
– When someone should seek professional financial planning
– The difference between personal finance and financial planning
– What are the characteristics of those with successful financial plans
– How often should someone update their plan?
– Elder care, medicare, and financial planning
– Tools and organization tactics in financial planning
