Former Shows & Episodes

Planning with Dollars and Sense

Planning with Dollars and Sense – Financial Planning: What, When, How and Why?

The global economic downturn began fall 2008 and people became concerned for their futures.There were several high profile scams that created a lack of public trust. We, as Financial Planners are not calling this another Great Depression, but how we work with our clients going forward will change dramatically. American individuals and companies have lost trillions in portfolio market values and as a result, it is time for the investing public to re-focus on long term life and investment planning. My show will introduce the concept of long term financial and life planning to weather the market downturns and manage your future financial goals and dreams. To find a CERTIFIED FINANCIAL PLANNER ™ in your area go to