The Two F’s Of Financial Planning with Paul Saganey

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