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June 26, 2025 10 mins

What do you call a financial planner that does not plan finances?

I know that sounds funny. But it is an important topic to understand.

Most people assume that when they hire a financial planner, they're getting a personalized roadmap for their financial life. Yet surprisingly, that’s often not the case, and it can have a huge impact on your future.

In my latest podcast episode you’ll learn:

  • Why don’t most financial planners plan finances?

  • What does Ed’s team see with the public?

  • What is a financial plan?

  • What difference does a Financial Plan make in your life?

 

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