How a Financial Planner can help you chase your dreams, with certified CFP Ryan Edlefsen
Update: 2024-02-13
Description
Financial Freedom: A Candid Conversation with Ryan Edlefsen
In this candid conversation, I brought in my financial planner of 15+ years, Ryan Edlefsen, a Forbes recognized financial security professional.
Edlefsen, who has 20 years in the field, shares important insights on why engaging a financial advisor is critical, regardless of income level, in order to understand and plan for the future.
We discuss how having a financial plan brings confidence in making life decisions, like starting a business or planning trips.
Ryan says it's never too late or too early to create a financial plan, and the importance of being proactive, not ignoring finances but reviewing at least annually to ensure growth.
He shares various instances of clients' successes, reassurances offered during financial uncertainties and how potential failures led to great learning and new ventures.
00:54 The Importance of Financial Security
01:27 The Role of a Financial Planner
02:27 Elizabeth's Personal Experience with Financial Planning
03:05 Understanding the Financial Advisor's Background
04:42 The Balance Between Saving and Spending
06:21 The Impact of Financial Planning on Life Decisions
09:42 The Role of a Financial Advisor in Career Transitions
12:24 The Benefits of Financial Education and Planning
15:28 The Role of a Financial Advisor in Business Startups
18:58 The Importance of Financial Planning in Relationships
22:15 Conclusion: The Value of Financial Planning
Ryan's Link
https://www.northwesternmutual.com/financial/advisor/ryan-edlefsen/
In this candid conversation, I brought in my financial planner of 15+ years, Ryan Edlefsen, a Forbes recognized financial security professional.
Edlefsen, who has 20 years in the field, shares important insights on why engaging a financial advisor is critical, regardless of income level, in order to understand and plan for the future.
We discuss how having a financial plan brings confidence in making life decisions, like starting a business or planning trips.
Ryan says it's never too late or too early to create a financial plan, and the importance of being proactive, not ignoring finances but reviewing at least annually to ensure growth.
He shares various instances of clients' successes, reassurances offered during financial uncertainties and how potential failures led to great learning and new ventures.
00:54 The Importance of Financial Security
01:27 The Role of a Financial Planner
02:27 Elizabeth's Personal Experience with Financial Planning
03:05 Understanding the Financial Advisor's Background
04:42 The Balance Between Saving and Spending
06:21 The Impact of Financial Planning on Life Decisions
09:42 The Role of a Financial Advisor in Career Transitions
12:24 The Benefits of Financial Education and Planning
15:28 The Role of a Financial Advisor in Business Startups
18:58 The Importance of Financial Planning in Relationships
22:15 Conclusion: The Value of Financial Planning
Ryan's Link
https://www.northwesternmutual.com/financial/advisor/ryan-edlefsen/
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