Welcome back to the Minority Money Podcast and just like what we’ve been doing for the last five weeks, we will be continuing the Steps of Financial Planning series. Today we are on step six and joined by my good friend Shawn Tydlaska.
Shawn is the co-founder of the BLX program and also runs his own firm, Ballast Point Financial Planning. He’s here today to teach you more about the implementation stage of the financial planning process and how he goes about this with his own clients.
So if you’re looking to learn even more about financial planning then make sure not to miss out on this episode.
>> What Shawn does with his clients when they reach the implementation process
>> Specific implementations or recommendations Shawn tells his clients
>> How Shawn deals with clients who disagree with him
>> Takeaways that Shawn has learn at this point of the planning process
>> Shawn's final advice for you
Connect with Shawn
>> Website (https://bit.ly/3lP8dIo)
>> Facebook (https://bit.ly/3FVLra4)
>> Twitter (https://bit.ly/3aMDZiZ)
>> Instagram (https://bit.ly/3pdMU5E)
>> LinkedIn (https://bit.ly/3FX7Cwf)
If you loved this episode, you have to listen to these episodes as well:
>> Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning] (https://apple.co/3aOLOVj)
>> The BLX Internship Program with Luis Luquin and De’Shonda Burton (https://apple.co/2Xl1BIo)
>> The Steps of Financial Planning (https://apple.co/3tznteZ)
I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe onApple Podcasts(https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0) , GooglePodcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.
Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)
Want to chat with a fee-only financial planner? Shoot me an email at firstname.lastname@example.org Can't wait to meet you.