"Isn't My Portfolio the Same as My Financial Plan??" (AMA)
·41 min·1 clip
Episode 129 of Personal Finance for Long-Term Investors (Best Interest podcast), an AMA episode hosted by Jesse Kramer. Driven by listener questions from Mary, Bob, John from Pittsburgh, and Bernard from Ireland, Jesse unpacks the difference between a portfolio and a full financial plan, walks through his complete financial planning process from goal-setting to implementation, gives four concrete recommendations for young adults starting their financial journey, and discusses behavioral strategies for advisors and clients struggling to find time to plan for retirement.
