The REAL Purpose of a Financial Planner

In today’s podcast, we talked to a Virginia Asher, who is a Senior Financial Planner at a trust company called TrustBank. She also has a master’s degree in Advanced Financial Planning. She helps people with financial literacy.

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People who receive financial windfalls often lose the money. This podcast explores the reasons this happens and how it can be prevented. This is relevant to you if you have children or others who will be inheriting from you when you pass away. It is relevant if you expect to receive an inheritance. Or perhaps you will be receiving a windfall in another way, such as selling a company.