41分

Why a risk questionnaire may not provide the right investing answers In For A Penny

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Marc & Josh discuss the role of risk profiling in financial planning.

Why risk questionnaires don't provide the right answerThe perfect first question to understand a client's risk appetiteThe importance of setting and following goals and informed risk
About us
The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler.
Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society.
How to leave a review
Apple devices:
Launch the Apple Podcast app on your smartphoneSearch for the In For A Penny PodcastClick on the artwork and tap the reviews tab to leave feedbackTap on the stars to leave a ratingClick sendYou may need to sign in to iTunes to do this
@marcshoffman
@joshgerstler
@inforapennypod1

See acast.com/privacy for privacy and opt-out information.

Marc & Josh discuss the role of risk profiling in financial planning.

Why risk questionnaires don't provide the right answerThe perfect first question to understand a client's risk appetiteThe importance of setting and following goals and informed risk
About us
The In For A Penny podcast is produced and presented by freelance personal finance journalist Marc Shoffman and The Orchard Practice financial planner Joshua Gerstler.
Each episode aims to address the confusing concepts and challenges from the world of business, finance and wider society.
How to leave a review
Apple devices:
Launch the Apple Podcast app on your smartphoneSearch for the In For A Penny PodcastClick on the artwork and tap the reviews tab to leave feedbackTap on the stars to leave a ratingClick sendYou may need to sign in to iTunes to do this
@marcshoffman
@joshgerstler
@inforapennypod1

See acast.com/privacy for privacy and opt-out information.

41分

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