Episode 286: How COVID Changed Personal Financial Planning

Personal Financial Planning | COVID Impact | Ohio Business Podcast

Meet Doug

Doug Feller, CFA, CFP, AIF, is a principal and financial advisor with Investment Partners. Since 2002, he has worked to provide clients with retirement cash flow planning services, charitable giving strategies, asset management, and estate planning techniques. He earned his economics degree from Yale University and continues to be involved with the Financial Planning Association of Central Ohio, the CFB Board of Standards, the United Way of Central Ohio's Finance Committee, the Licking County Foundation's Finance Committee, and the Newark Granville Symphony Orchestra, where he serves as a member of the board of directors. Click here to learn more about Doug.

Doug Feller | Personal Financial Planning | Ohio Business Podcast

Revelations Regarding COVID’s Impact On Personal Financial Planning

COVID has significantly impacted all aspects of our lives – especially from a financial perspective. Prices have shifted on key products and services. Long-term investments have taken a hit as more and more Americans are working to stretch their dollars further. We are left to wonder if a full recovery is possible. One thing was clear, however. Those who tackled personal financial planning strategies in advance of the COVID crisis were better positioned to weather the storm.

During this insightful interview, Doug Houser and Doug Feller discuss what you can do today to prepare for hardships that may occur in the years ahead. Read on to learn more and then listen to this incredible episode of Rea & Associates’ weekly award-winning podcast, unsuitable on Rea Radio.

Personal Financial Planning Under The Microscope

Doug Feller, a principal with Investment Partners, a regional wealth management organization, has watched the COVID fallout closely with regard to the changes in financial planning habits. Doug and his team of financial planning experts have worked to create, implement, and monitor customized financial plans for clients. In doing so, they have helped business owners, families, and others pursue their short- and long-term financial goals. Through careful assessment, strategic planning, emotional discipline, and intellectual honesty, the team works to analyze each client’s complete financial picture. As a result, the financial experts ensure investment strategies reflect individual values, risk tolerance, and ultimately, life-long objectives.

During this episode of unsuitable, Doug shares his observations and gives listeners some tips to help us get back on track following the COVID pandemic. Read on to learn more about what you’ll hear and then set aside 20 minutes to listen to the show. It will be the best thing you do all day!

How COVID-19 Has Shifted Personal Financial Planning Strategy & Awareness

Listen to this episode of unsuitable to learn more about the following areas, specifically with regard to the fallout of the COVID-19 crisis:

  • The upside of having a financial solid plan for short- and long-term success.
  • How spending habits have changed following the COVID-19 crisis.
  • Changes in how clients adopted technological solutions to address their financial planning challenges.

Learn More:

Doug Houser Interviews Doug Feller | unsuitable on Rea Radio | Ohio CPA Firm

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