Listen: Advisor, Barbara And Ninety One Year discussed on America's Wealth Management
"Barbara along with but casper. So what's your legacy going to be? What is it? But you were talking about something during one of the breaks about your mother, your ninety one year old mother. Right. Well, the comment that I made was in kind of an overview of what we've been talking about, you know, and and when the Lord says it's time to join him. You know, my going to look at it and say, thanks for the money or thanks for the memories. Yeah. And she's such a wonderful woman and everything I mean, we know what the answer is associated with it. You're going to say, thanks for the memory, of course. Yeah. In wish we had more. Right. Well, when you're young enough to be able to still create those memories, you know, you need to be doing that. And and of course, that comes back to the things that we talked about before. And that is what you wanna be able to you to have confidence you want clarity you want control. And the way we're demonstrating that. It to you on this program as we do every week is through education and making you understand the importance of a comprehensive financial planner joint talked about in the last segment, which is even equally as important if not more than that is a comprehensive tax plan, and it's a forward-looking multiyear strategy for your tax plan that can only be achieved after you have a comprehensive financial plan put together. And I think that this term financial planning has become like like the term financial advisor will if you say financial advisor than you think one is equal to another and financial planning. Well, it's all the same. Well, I'm here to tell you that it's not, and it's not even remotely close to it. The numbers of people that visit our offices for the first time each year, and they say, well, I've got a financial plan. I just want a second opinion on that financial plan. And when it comes down to it, bud. They don't have a comprehensive financial plan. They may have an investment strategy. They may have income strategy. But no one's created a real comprehensive financial plan for them. And when they see the results, it's like, wow. This is what I've been."