Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning.
Rick Frisbie from RobustWealth.com speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road.
Investing doesn't have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning.
For more information about this episode, visit the show notes at http://moneytreepodcast.com/196
