Join Jason Deshayes in this engaging podcast episode as he reveals the secrets of financial planning that bring a return on investment and also elevate the quality of life.

The conversation centers around balancing saving for the future and enjoying life now, making data-informed decisions, and avoiding fear-based choices. Jason emphasizes the importance of collaboration and open communication to provide clients with the best financial counsel.

Jason discusses:

• How to find a balance between saving for the future and enjoying life now
• Why Cook Wealth uses data-informed decision-making and long-term views when creating sustainable financial plans for their clients
• The collaboration and open communication process at Cook Wealth
• And more

Resources:

• Linkedin: Cook Wealth 
• Cook Wealth 

Connect with Jason: 

• Linkedin: Jason Deshayes

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More