1 rich Libsyn https://www.libsyn.com 90 600 I know her personally, we were part of a business group a few years ago. Having gotten far more focussed and proactive with my overall financial goals and position in recent years, I asked this Financial Planner to come over and help us plan our finances. We prepared a lot, laid it all out - mortgage situation, credit, assets, a business, a family trust, a farming partnership, superannuation (401k), insurances, cash position, investments.....it was all there. &amp;nbsp; I wanted the Financial Planner to help challenge and refine our Financial Plans. I was confused when she kept suggesting that we really should buy more shares, and certainly move our insurances somewhere else. I just wanted a few hours of planning help I would gladly pay for. She left saying she would send some info, and I actually didn't hear from her. &amp;nbsp; It turns out the Financial Planner isn't interested in helping people with their financial planning, but to push them towards products and services for which they get a commission. Call me naive, I was still surprised. And I didn't get what I wanted. So I laughed when today's email said 'We've got solutions for all your finance needs' - EXCEPT THE ACTUAL PLANNING PART OF FINANCIAL PLANNING. Safety on Tap http://safetyontap.com/episodes <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/22853417/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/5a87e8/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/22853417