Why did I choose financial planning as my profession? Money Not Math 78 Clip 2

Protection is not sexy, but it is just as important as the offensive side of your financial planning.

It is not just what you make, it is what you keep.

Link to this video: https://youtu.be/BmfGFHIUi7c

Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM

What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM

Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4 https://youtu.be/_sCmcukcCIM

What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5 https://youtu.be/vcDzNd8mSos

Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6 https://youtu.be/NclPng0DNQs

How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7 https://youtu.be/IMmDNMU4t28

Link to the full video: Role reversal where Tate Sorvig interviews me to learn what I do. Money Not Math 78 full video https://youtu.be/oDHSos5j200