Why Don’t Most Financial Planners Plan Finances?

Update: 2025-06-26

Description

What do you call a financial planner that does not plan finances?

I know that sounds funny. But it is an important topic to understand.

Most people assume that when they hire a financial planner, they're getting a personalized roadmap for their financial life. Yet surprisingly, that’s often not the case, and it can have a huge impact on your future.

In my latest podcast episode you’ll learn:

Why don’t most financial planners plan finances?
What does Ed’s team see with the public?
What is a financial plan?
What difference does a Financial Plan make in your life?

Comments

In Channel

The Meaning of Life - Responsibility

2025-09-2509:27

Retirement Rookie: Worried about a Market Crash Right After Retiring?

2025-09-1818:16

Go Big or Go Slow: Why 10x Wealth Is Easier Than 2x

2025-09-1120:17

Why Renting Could Be Your Secret to Smarter Wealth Building

2025-08-2822:00

How To Make Your Home A Good Investment

2025-08-1415:06

Navigating the Financial Advisor Title Trap: Why Fee-For-Service Planners Are the True Superheroes

2025-08-0722:06

Should I Delay CPP & OAS Until Age 70? – Complete Answer with Real-Life Examples (Updated)