Join us as Phil takes a deep dive into a dummy SOA, explaining its purpose and what it contains. Each section is simplified and its impact on your financial plan made. ππΌ
Then, get ready as Scott highlights what he finds crucial in an SOA, and also those parts which may not carry as much weight as you think. Get his view to help you navigate your SOA with confidence! πͺπ§
Understanding your SOA can be a huge step towards becoming more organised with your finances. π―π° So tune in, and let's embark on this journey towards financial enlightenment together! π
Don't forget to like π, subscribe π, and share our podcast π with those who might find these insights helpful. Stay tuned for more empowering episodes every fortnight!
Link to article discussed:https://www.afr.com/politics/federal/retirement-is-too-late-levy-slams-labor-s-financial-advice-fail-20230619-p5dhr3
Please remember, the info we provide is for general information only and should not be seen as personal financial or investment advice. π«π΅
---
Send in a voice message: https://podcasters.spotify.com/pod/show/wealthlab/message
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More