286. How COVID Changed Personal Financial Planning

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3+ y ago 22:52

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COVID has significantly impacted all aspects of our lives – especially from a financial perspective.

Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track.

Listen to this episode of unsuitable to learn:

The upside of having a financial plan
How spending habits have changed
Changes in how clients adopted technology

Learn more about this topic:

Listen: The Permanent Vacation
Read: Never Underestimate The Power Of Automatic Enrollment
Read: Tips For Improving Cash Flow

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