Cash flow management, investment platforms, equity, credit, leverage, options…
The Wall Street jargon that infiltrates financial planning and investment management can seem like a foreign language, which can lead to confusion and mistrust.
On this episode, Keith and Taylor welcome Marilyn Weaver to the Eagle’s Nest Webcast to help you better understand financial planning and investment management in easier to understand terms —GOLF! Marilyn is a senior financial advisor and Ph.D., as well as an avid golfer. Marilyn has a knack for making complex topics simple and explaining financial planning issues through stories and analogies.
The lessons the game of golf can teach us translates to so many areas of our lives, including wealth management. Whether it is overthinking a decision, trying to makeup for mistakes by taking a risky shot, or attempting to fix your swing mid-round, the examples are endless.
This will be a fun trip around the golf course as we distill important aspects of personal finance in golf terms.
We look forward to seeing you out on the No. 1 hole.
