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286. How COVID Changed Personal Financial Planning

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Manage episode 294387446 series 2416596
Content provided by Rea & Associates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rea & Associates 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.

COVID has significantly impacted all aspects of our lives – especially from a financial perspective.

Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track.

Listen to this episode of unsuitable to learn:

  • The upside of having a financial plan
  • How spending habits have changed
  • Changes in how clients adopted technology

Learn more about this topic:


If you like this episode of unsuitable on Rea Radio hit the like button or share it on social media. You can also use #ReaRadio to join the conversation. You can also watch the podcast in action on the Rea & Associates YouTube channel and access additional resources at reacpa.com/podcast.

  continue reading

213 episodes

Artwork
iconShare
 
Manage episode 294387446 series 2416596
Content provided by Rea & Associates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rea & Associates 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.

COVID has significantly impacted all aspects of our lives – especially from a financial perspective.

Doug Feller, a principal with Investment Partners, has watched the COVID fallout closely with regard to the changes in financial planning habits. Today he’s going to share his observations and give us some tips to help us get back on track.

Listen to this episode of unsuitable to learn:

  • The upside of having a financial plan
  • How spending habits have changed
  • Changes in how clients adopted technology

Learn more about this topic:


If you like this episode of unsuitable on Rea Radio hit the like button or share it on social media. You can also use #ReaRadio to join the conversation. You can also watch the podcast in action on the Rea & Associates YouTube channel and access additional resources at reacpa.com/podcast.

  continue reading

213 episodes

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