• EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins

  • 2025/04/01
  • 再生時間： 25 分
  • ポッドキャスト

EP#3: Unfiltered Q&A: Market Crashes, Hard Truths, and Why Planning Still Wins

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  • In this episode of The Plan: Unsolicited, Keith and Anthony go off-script for a rapid-fire Q&A—sharing real stories, honest reflections, and practical insights from years of working with clients.

    We’re answering questions like:
    💥 Is investing easier or harder for younger people today?
    💥 What’s the hardest thing we've ever had to tell a client?
    💥 Are we scared of a stock market crash?

    This one’s fast-paced, unfiltered, and packed with lessons you can actually use—because behind every financial decision is a real person trying to make sense of it all.

    And at the center of it? A plan.
    One that helps you navigate the noise, stay grounded, and keep moving forward—no matter what the market (or life) throws your way.
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あらすじ・解説


In this episode of The Plan: Unsolicited, Keith and Anthony go off-script for a rapid-fire Q&A—sharing real stories, honest reflections, and practical insights from years of working with clients.

We’re answering questions like:
💥 Is investing easier or harder for younger people today?
💥 What’s the hardest thing we've ever had to tell a client?
💥 Are we scared of a stock market crash?

This one’s fast-paced, unfiltered, and packed with lessons you can actually use—because behind every financial decision is a real person trying to make sense of it all.

And at the center of it? A plan.
One that helps you navigate the noise, stay grounded, and keep moving forward—no matter what the market (or life) throws your way.
続きを読む 一部表示

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