Good Financial Planning Depends on Good Data

Tim Bickmore is Co-Founder and Director of Financial Planning at LBW Wealth Management and Co-Founder at Hyphaway, a modern financial planning software with data at its core.

In this episode, Tim shares why proper data architecture and classification is hard to get, how that impacts financial planning, common mistakes made by advisors and clients in financial planning, tax optimization strategies, the future of AI in financial planning, and more.

Please enjoy our conversation with Tim Bickmore.