Why Good People Avoid Financial Planning and Regret It Later

About this episode

The episode discusses why individuals who are financially stable often avoid financial planning and the long-term costs of this decision.

Often people who are doing “pretty well” still avoid financial planning, or they start and quietly drop off. In this episode, Tim Ellis and Sheldon Wu talk about why that happens, what it really costs over time, and why good planning is about a lot more than just returns. A practical, honest conversation based on what we actually see with clients. If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nz For More Dollars &am...

People in this episode

Host: Tim Ellis

Guest: Sheldon Wu

Topics covered

• financial planning
• personal finance
• investment strategies
• client experiences
• financial regret

Keywords

• financial planning
• investment
• financial regret
• personal finance
• client experiences

More episodes of The Dollars & Sense Podcast

• Which Tax Pill do you want to swallow? · June 10, 2026 · 28 min
• From $0 to $120 Billion: The Evolution of KiwiSaver · June 2, 2026 · 37 min
• The “Now and Then” Exercise That Creates Better Financial Decisions · May 26, 2026 · 20 min
• When Financial Advice Fees Go Too Far · May 19, 2026 · 27 min
• Are Expensive Funds Delivering Better Results? · May 12, 2026 · 30 min
• The Real Cost of S&P 500 ETFs (It’s Not What You Think) · April 27, 2026 · 28 min