#18: Saad Hires a Financial Planner
Key Moments:
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A Financial Planner Hires a Financial Planner?
– Saad opens up about why even a licensed financial advisor needs objective advice. -
The Value of Outside Perspective
– Discusses how having an external planner brought clarity, accountability, and fresh insight into his own financial life. -
Lessons from Being on the Other Side
– Saad shares what it felt like to be the client, and the lessons he learned about planning, trust, and decision-making
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