Behind the Curtain: How The Financial Planning Process Actually Works
From All Things Retirement by Anthony Aulffo
June 11, 2026 · 14 min · Episode 78
About this episode
Anthony Aulffo explains the intricacies of the financial planning process and the importance of ongoing client communication and management.
🔓 Unlock Your Retirement’s Potential- Schedule a Call with Cardinal Wealth: https://cardinalwg.com/schedule-now In this episode, Anthony pulls back the curtain on the financial planning process and explains what goes on behind the scenes to keep clients moving toward their goals. From building and updating financial plans to tax analysis, Anthony shares why comprehensive financial planning involves far more than a few meetings each year. Here’s some of what we discuss in this episode: 🔍 Behind the Scenes: What clients don’t see ⚡ Proactive Management: Addressing issues before they arise 📞 Client Communication: Staying connected between meetings 📈 Ongoing Oversight: Monitoring investments and strategies 🧩 Volume of Work: Hundreds of moving pieces each year Resources: Our website: https://cardinalwg.com/ Phone: (609) 362-5512 Contact our team: https://cardinalwg.com/contact-us Schedule your no-cost consultation: https://cardinalwg.com/schedule-now Check out our downloadable guides: https://cardinalwg.com/resources/downloadable-materials Check us out on YouTube: https://www.youtube.com/channel/UCBoBzixGqqmOj4C4WWuuxfQ Facebook: https://www.facebook.com/CardinalWealthGroup/…
People in this episode
Host: Anthony Aulffo
Topics covered
- financial planning
- client communication
- investment management
- tax analysis
- proactive management
Keywords
- financial planning
- client goals
- investment strategies
- tax analysis
- proactive management
- client communication
- ongoing oversight
Sponsors
Cardinal Wealth
Mentioned in this episode
Organizations: Cardinal Wealth, Cardinal Wealth Group, YouTube, Facebook, LinkedIn
More episodes of All Things Retirement
- The Financial Side of Taking Care of the People You Love · June 4, 2026 · 12 min
- Should You Keep Your TSP in Retirement? · May 28, 2026 · 9 min
- Stop Putting Your Bonds in the Wrong Account · May 21, 2026 · 10 min
- Should You Use Social Security to Pay Off Your Mortgage? · May 14, 2026 · 10 min
- Your Spouse Hates Talking About Money… Here’s What To Do · May 7, 2026 · 11 min
- Tax Mistakes Retirees Make And How to Avoid Them · April 23, 2026 · 14 min
Explore listener stats, chart rankings, contacts and more on the All Things Retirement podcast page.