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There are two major F words often used to answer why people save: family or future.
In this episode, Matt Ackermann is joined by Paul Saganey, President and Founder of Integrated Partners, as well as a good friend, in discussing why people save and the role of family and future within financial planning.
Paul discusses:
- What inspires financial savings
- The importance of having the right people for the right job
- How financial planners have evolved with the clients
- Why family is important in financial planning
Related: Social Media’s Advice On Financial Planning With Sonya Lutter