In this episode, Jay talks with insurance and financial services advisor Robby Williams about financial planning with purpose.  The conversation touches on subjects such as tax implications and clears up some confusion surrounding equity market versus fixed-income investment, diversification, what to keep in mind when making a long-term plan, and viewing financial planning with a purpose based on what what’s important to you both financially and personally.  Robby provides a lot of honest, practical insight into important subjects that are often confusing and intimidating.

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Good Eye Podcast