Audio episodeLead-Lag Live (now The Pain Trade Podcast)
Lead-Lag Live (now The Pain Trade Podcast)
Demystifying Financial Planning: Aligning Life Goals with Fiscal Strategy
With Michael Gayed · December 2023
Amir joins host Michael Gayed to talk about the different types of financial advisors, aligning a financial plan with life goals, and financial literacy.
About these interviews. Each link opens a third-party platform that N Financial Plans does not control. Comments reflect Amir’s views at the time of each recording, are general education, and are not personalized investment advice. Several recordings were made while Amir was affiliated with a prior firm. Fees, services, and other details mentioned in older episodes may have changed; see our current fees for what applies today. Listing an episode here does not endorse the show and says nothing about results you may experience.