1400: Is Your Financial Plan Too Complicated by Scott Spann of Financial Finesse

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.5 • 1.3K Ratings

🗓️ 8 January 2021

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

Scott Spann with Financial Finesse helps you understand whether or not your financial plan is too complicated. Episode 1400: Is Your Financial Plan Too Complicated by Scott Spann of Financial Finesse After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s. This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce. They’ve helped hundreds of thousands of employees change their lives. The original post is located here: https://www.financialfinesse.com/2015/08/17/is-your-financial-plan-too-complicated/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This is optimal finance daily episode 1400.
0:04.0	Is your financial plan to complicate it?
0:06.5	By ScottSpan with Financial Finest.com
0:10.1	and I'm your host and personal finance enthusiast, Diana Merriam.
0:14.0	Welcome to the 1400th episode of Optimal Finance Daily,
0:19.0	an extra special one as this is my 100th show as the host and to celebrate the milestone
0:25.2	I'll have a little special something at the end of this episode a sneak peek
0:30.1	into how the show gets made and if if you're new here, this is where I read to you
0:35.0	from the best personal finance blogs on the web
0:38.0	with the author's permission, of course.
0:40.0	For now, let's get right to it
0:42.0	and start optimizing your life.
0:45.0	Is your financial plan too complicated by Scott Spann with FinancialFines.com.
0:55.0	I'm a big fan of the Kiss principle when it comes to having a written financial plan.
1:00.0	No, I don't mean the Paul Stanley and Jean Simmons version of Kiss, although I'm a big fan of
1:05.9	rock and bruise every time I'm out in El Segundo, California.
1:10.6	I mean, keep it simple stupid, or keep it simple smarty pants if the word stupid is
1:16.6	deemed offensive in your household. Financial planning is simply the process of
1:21.2	aligning your financial resources with your most important goals in life.
1:25.4	Everyone needs at least a basic plan regardless of their net worth situation or the season of life.
1:31.7	The financial services industry is supposedly here to help, but too many
1:35.8	sales professionals are still pushing a product instead of a genuine plan, and things can
	...

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