An explosion in the availability of financial information has changed the way people are planning. Access to financial news and advice has made everyone more curious and engaged, but what are you supposed to do next? In this episode, Dr. Michael Liersch welcomes financial planner Kaliko Veiseh, who has decades of experience helping clients understand the first steps to developing their financial plan. Kaliko walks through the process of opening accounts and automating savings, coordinating investments for tax efficiency, estate planning, retirement strategies and who you can talk to for help pulling it all together.