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Plain English Finance
The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth.
While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success.
You should always consult with your financial, legal, and tax advisors before making changes.
This podcast is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell any securities.
The views expressed are those of the individual and are not necessarily those of Aviso Financial Inc.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.
Plain English Finance
Ep. 2 | How I Help Clients Make Better Financial Decisions
IIn this episode of the Plain English Finance Podcast, Tre Bynoe, CFP, CIM, explains why good financial planning isn’t about crunching numbers — it’s about making better decisions. He tackles how decision paralysis derails progress and lays out the six steps he uses to guide clients through the planning process. From managing taxes and cash flow to choosing investments and controlling risk, Tre shares the principles he uses to help professionals and business owners make smart, confident choices with their money.
Whether you're exploring if Tre’s approach fits your needs or just want to learn what real financial planning looks like, this episode gives you a clear, practical overview.
What You’ll Learn:
- How decision paralysis keeps people stuck (and how to avoid it)
- The six-step process behind personalized financial planning
- Tax and cash flow principles that work at any income level
- How to invest smartly inside corporations
- What to look for (and avoid) in a financial advisor
Like what you hear? Follow, review, and share this episode with someone who wants to build wealth with purpose.
