Most clients make borrowing and cash flow decisions in isolation—outside their financial plan. This session with leading consumer debt expert John Thomspn reveals the Top 10 Questions consumers ask every day about mortgages, cash flow, and saving, and shows how each can be modeled with simple calculators that quantify tradeoffs, create clarity, and spark powerful planning conversations.
Learning Objectives:
- Identify the 10 most common financial questions clients ask about borrowing and cash flow.
- Learn how to use calculators to model liquidity, risk, and return tradeoffs.
- Understand how liability management complements investment and retirement planning.
- Recognize when to initiate a liability review during onboarding, reviews, or major life events.