Part One - It Takes a Team: Navigating Aging, Executors & Financial Decisions with Janet Gray
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Part One - It Takes a Team: Navigating Aging, Executors & Financial Decisions with Janet Gray
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About this listen
In this conversation, financial planner Janet Gray shares her journey into financial planning, emphasizing the importance of understanding the elderly clientele and the challenges they face. She discusses the evolution of her practice, the significance of communication in financial discussions, and the responsibilities of executors. Janet also highlights the complexities of modern finance and the need for simplification, advocating for a team approach to financial management.
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