Financial Planning Lessons Learned from the Pandemic
There is no doubt that everybody is learning a lesson or two (or three or more) from this pandemic. Maybe it’s the importance of sanitary living or maybe it’s all about money. Our next guest says that there are certainly some financial planning lessons that have become much more important.
Mike Switzer interviews Joy Watkins, a certified financial planner, principal, and director of financial planning at Anchor Investment Management in Columbia, SC.