Episode 9 - Dedicated and Ongoing Service
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Episode 9 - Dedicated and Ongoing Service
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Episode 9: The Importance of Dedicated and Ongoing Service in Financial Planning
In this episode of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox discuss the vital role of dedicated and ongoing service in financial planning. They start with personal updates, then outline their comprehensive four-step planning process: Discover, Design, Delivery, and Dedicated Service. The conversation emphasizes the necessity of continuous plan monitoring and adjustments to accommodate life changes, market volatility, and client goals. The hosts also share insights into estate planning, avoiding probate, and the advantages of using eMoney software for real-time financial data. They stress the importance of patience and proactive planning to navigate uncertain financial landscapes, concluding with a reminder for listeners to engage with them via social media and their website.