From building a portfolio with an understanding of real risks to discerning the motivations behind financial advice, Desmond will explain why these are so important for your financial success. Learn why transparency is crucial, the importance of independent financial advice, and why financial planning is essential for everyone, regardless of wealth. We think this show will give you a deeper understanding of our process and how to navigate your financial future.

Here’s some of what we cover in this episode:

• Why most people don’t know the real risk in their portfolio because they’re focused on upside potential.
• What’s the motivation behind the information you’re reading and hearing about finances.
• Well-known national companies aren’t automatically a better option to help you plan.
• Financial planning goes well beyond picking investments.
• You don’t need to be uber wealthy to need a retirement plan.