Changing the Rules

Episode 07 - Goal Based Planning: Matt Siegel, guest

Episode Summary

Changing the Rules is about managing your own change. The best way to do that is to have a plan. Today we spoke with Matt Siegel of Millstone River Wealth Management, LLC about goal based planning. How can you know how much money you need unless you know how you want to spend it? Financial advisors often find this a difficult conversation with clients because the clients don't have any idea. Learn Matt's techniques for getting the ball rolling. #financial planning #retirement

Episode Notes

Millstone River Wealth Management: