FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here’s what they discuss:

• Who are Carlee and Zach and how did they get into the finance industry? [00:57]
• Who and what are the Wealth Accumulation Team? [04:54]
• It takes a multidisciplinary team [08:15]
• A real-world example with serving physicians [10:26]
• How to know if you need a financial advisor [12:42]
• Jargon and other common challenges [16:35]
• Planning for phases of life and competing goals [19:40]
• What if I feel uncomfortable talking about finances? [24:20]
• Three top tips from Carlee and Zach [26:58]
• What Carlee and Zach enjoy most about what they do [32:01]
• Closing thoughts [33:36]

The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP.

Learn more about Zach & Carlee and get additional resources with the show notes to this episode comming soon here.

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