Tales from the Trenches: Inspiring and Cautionary Financial Planning Stories
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This episode on YouTube: https://youtu.be/WLjrMk2gBE4
Who can you trust when it comes to financial planning?
In this episode of The Last Paycheck, CFP Professionals Archie and Rob Hoxton bring some stories from their own experiences as financial planners over the years. This episode features two powerful narratives: one, a cautionary tale about the dangers of taking amateur investment advice, and another, an uplifting account of how thoughtful planning can create lasting legacies and deep personal fulfillment.
In each, the importance of relationships and trust shines through as their clients chose to take financial advice based on these. So, be careful making your financial decisions, know who to trust, and if in doubt, take the Financial Freedom Score quiz available on https://hoxtonpm.com/
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
This episode on YouTube: https://youtu.be/NnY0HQjndea
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.