Making a financial plan is complicated. There are a lot of moving parts and complexity…you could fill a book with just one plan! But often, more isn’t always better.

Xavier Angel, CFP®, ChFC, CLTC and Erik Garcia, CFP®, BFA, talk about the benefits of keeping it simple. From children practicing copyright law to adults presenting too-long packets of paper to a 40 year monster of a plan, our intrepid hosts explore why simple is sometimes best.

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