January 2024

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

We’re back with the Ask The Planman podcast, and in Episode 52 get ready to unlock a whole new dimension of financial planning with our special guest, Mel Lieber, a seasoned premium finance specialist.