On this show, we talked about the key elements of a successful financial plan, the questions to ask yourself to get to your core wants and desires, and how three years can be an effective time horizon with Andrew Rosen, CFP, CEP and President of Diversified Lifelong Advisors. Listen to learn why a focus on happiness and joy over investments and returns could make all the difference! For the Difference Making Tip, scan ahead to 18:23! You can learn more about Andrew at LifeLongAdvisors.com, Facebook, Twitter and LinkedIn. We’re honored to have been named one of the top podcasts from investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at [email protected].

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related