Description

IIn this episode of the Plain English Finance Podcast, Tre Bynoe, CFP, CIM, explains why good financial planning isn’t about crunching numbers — it’s about making better decisions. He tackles how decision paralysis derails progress and lays out the six steps he uses to guide clients through the planning process. From managing taxes and cash flow to choosing investments and controlling risk, Tre shares the principles he uses to help professionals and business owners make smart, confident choices with their money.

Whether you're exploring if Tre’s approach fits your needs or just want to learn what real financial planning looks like, this episode gives you a clear, practical overview.

What You’ll Learn:

• How decision paralysis keeps people stuck (and how to avoid it)
• The six-step process behind personalized financial planning
• Tax and cash flow principles that work at any income level
• How to invest smartly inside corporations
• What to look for (and avoid) in a financial advisor

Like what you hear? Follow, review, and share this episode with someone who wants to build wealth with purpose.