About this episode

Nate discusses the importance of financial wellness and the shift in the financial planning industry towards holistic wealth planning.

What is financial wellness and why has it taken center stage in the financial planning world. Nate discusses the industry shift from general investment advice to holistic wealth planning.

People in this episode

Host: Nate

Topics covered

• financial wellness
• financial planning
• holistic wealth planning
• investment advice
• industry shift

Keywords

• financial wellness
• wealth planning
• investment advice
• financial planning
• industry shift

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