In this episode, we're joined by financial planner and shareholder Nicholas Roth, CFP®, and Megan Lyons, CFP®, another financial planner on the team. Together, they dive into some of the most common myths they hear when working with clients and how they match up to reality.
From paying off your mortgage and planning for taxes to estate planning, retirement, and the fear of making the “wrong” financial decision, Megan and Nick unpack the assumptions that can make financial planning feel more complicated than it needs to be. They discuss why there's rarely a one-size-fits-all answer, the importance of making good decisions rather than trying to make the best decision at every turn, and how having a plan built around your individual goals can help you move forward with confidence.
Website: https://www.fosterandmotley.com/
Connect with Megan or Nick:
(513) 561-6640
https://www.fosterandmotley.com/
Megan's LinkedIn: https://www.linkedin.com/in/meganlyonscfp/
Nick's LinkedIn: https://www.linkedin.com/in/nickroth14/
Foster & Motley's LinkedIn: https://www.linkedin.com/company/fosterandmotley/
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This content has been made available for informational and educational purposes only and is not intended to be substituted for professional financial advice, tax advice, or estate planning. Rules and Regulations are subject to change. Where specific advice is necessary or appropriate, you should consult with a qualified professional, tax advisor, or attorney.
The information discussed and posted represents the views and opinions of the guests and does not necessarily represent the views and opinions of Foster and Motley.