Creating a Financial Plan 6 – Estate Planning
Episode 31 |
Creating a Financial Plan 5 – In-Retirement Planning
Episode 30 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 5 – Pre-Retirement Planning
Episode 29 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
Creating a Financial Plan 3 – Insurance Planning
Episode 27 | Insurance Planning protects our financial plan for the best value, letting us apply savings to other aspects of the plan.
Creating a Financial Plan 2 – Investment Planning
Episode 26 | Investing funds our financial planning goals. Investing with a plan helps ensure we succeed. How do we create an investing plan, and not just a portfolio?
Creating a Financial Plan 1 – GO, Net, Flow
Episode 25 | The first steps in creating financial plan are GO, Net, Flow: Get Organized, Determine Net Worth, and Control Cash Flow
In Creating a Financial Plan, Start Here.
Creating a Financial Plan 0: 5Cs
Episode 24 |
The Trouble with Target Date Funds
Episode 23 |
Risk Tolerance is Stupid! Pt2
Episode 22 |
