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"What You Think You Heard Is Not Necessarily What I Meant"
Investing and financial planning, like other fields, have their own buzzwords and terms. Those of us in the profession use those terms so often that we don't always stop to think that some of them might be unfamiliar or confusing to our clients. We also don't always remember that some terms might have slightly different meanings to us than they do to the general public.
Rick Kahler, CFP, resides in Rapid City, South Dakota and is a fee-only financial planner. He is the co-author of "The Financial Wisdom of Ebenezer Scrooge" and "Conscious Finance," both available on Amazon.com. You can learn more about Rick at wwww.kahlerfinancial.com.
Channel: People & Blogs
Uploaded: November 30, 1999 at 12:00 am
Author: rapidcity55
Length: 04:09
Rating: 5.00
Views: 53
Tags: cfp city decline estate financial invest kahler money planner planning rapid rick senile wills
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