Summary: Rob: Financial planning; why it makes sense for you, what to make sure you have, and what are the pitfalls to avoid? I'm here with Adam Buss. He's a CFP wizard with this kind of stuff. Senior Wealth and Estate Planner here at Canaccord Genuity Wealth Management. Adam, thanks for being here. Adam: Thanks for having me, Rob. Rob: All right. Adam financial plans. Who needs to have a financial plan?
