Marc & Josh discuss the role of risk profiling in financial planning.

• Why risk questionnaires don't provide the right answer
• The perfect first question to understand a client's risk appetite
• The importance of setting and following goals and informed risk

About us

The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler.

Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society.

How to leave a review

Apple devices:

• Launch the Apple Podcast app on your smartphone
• Search for the In For A Penny Podcast
• Click on the artwork and tap the reviews tab to leave feedback
• Tap on the stars to leave a rating
• Click send
• You may need to sign in to iTunes to do this

@marcshoffman

@joshgerstler

@inforapennypod1

Support this show http://supporter.acast.com/inforapennypodcast.

---

See acast.com/privacy for privacy and opt-out information.