It doesn't make a difference necessarily what your goals and your objectives are.

The advisor is going to suggest what they think is best for the client without really understanding the goals and the objective.

So as a financial advisor, listening very carefully to your clients is that is probably the most

important thing and then aligning the investments which are considered like tools with

those goals and those objectives and that's how you that's how you create that's good financial planning

you're listening to the Millionaires Unvealed Podcast where you'll hear the stories

and interviews of everyday millionaires.

We'll unveil their decisions, their strategies,

and their current portfolio allocation.

Now to your hosts, Clark Sheffield and Jace Matinson.

Welcome to the Millionaires and Velve Podcast. This is episode number 276.

Hopefully everybody is having a great start to the new year here in towards the middle of January

It'd be an interesting a few weeks here with the markets and seeing what the Fed does with rates

Something to definitely pay attention to as we get closer and

closer to trying to see if what the Fed is doing with getting to a soft landing as it relates to inflation and wage growth and

growth of the economy and everything else kind of in a tricky situation

given the effects that we've had after printing so much money from COVID.

So I'm going to be watching that closely myself as well as the Republicans are taking

over Congress here shortly and we'll see what happens in the

White House if that affects things very much or not.

I wanted to read a review that we got just before the end of the last year from Salter 98.

Said a must-hear podcast for Fire.

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