Founder Ben Taatjes and Stewards Planning Group Advisor, Jonathan Shofner, touch on the topic he pulled from a Pastor's sermon, Familiarity. Ben and Jonathan dive into how familiarity and comfort may be dangerous when it comes to financial planning. They believe that strategies that have worked in the past, may not be applicable today. Listen to them discuss how your financial plan should evolve with you.
This is an episode is a conversation between Ben Taatjes, Founder & CEO of Stewards Planning Group, and Jonathan Shofner, Financial Advisor at Stewards Planning Group. The opinions contained in this material are those of the author, and not a recommendation or solicitation to buy or sell investment products. This information is from sources believed to be reliable, but Cetera Wealth Services, LLC cannot guarantee or represent that it is accurate or complete.
