The purpose of hiring a financial planner isn’t to keep your financial plan the same as it was. Instead, they are there to capitalize on new opportunities, optimize earnings and make the necessary changes to create a successful financial future.
Status quo bias is the tendency to maintain the existing state of affairs and avoid change to these affairs. CWA Planner Justin Fry joins this episode to discuss how a stagnant financial plan misses out on opportunities to grow wealth and protect your financial future.
Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.