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Ep. 2 | How I Help Clients Make Better Financial Decisions

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Manage episode 487264343 series 3668826
Content provided by Tré Bynoe CFP®, CIM® and Tré Bynoe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tré Bynoe CFP®, CIM® and Tré Bynoe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 487264343 series 3668826
Content provided by Tré Bynoe CFP®, CIM® and Tré Bynoe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tré Bynoe CFP®, CIM® and Tré Bynoe CFP® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

31 episodes

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