We’ve all got financial regrets, some big and some small.
My guest on the podcast today wants people to have access to the right financial information at the right time, before they do the wrong thing.
Sten Morgan is a Certified Financial Planner and founded Legacy Investment Planning as an alternative to traditional financial advisers.
He’s on a mission to bring creativity back to the financial industry and to help as many people as possible avoid the financial regrets that come from wishing they would have known sooner.
In our conversation today, we discuss the importance of focusing on the big financial decisions, why the cash emergency fund needs an urgent rethink, and how the pandemic has influenced our financial decision making.
Here’s my conversation with Sten Morgan, author of Wish I Knew That Sooner, in episode 557 of Informed Choice Radio.