Episode 3: Why Have A Financial Plan?
Play • 8 min

What is a financial plan? Why should you have a financial plan? I’ll discuss this separately in six key financial areas: 1) the basics - current situation and cash flow, 2) risk management and transferring the risk via insurance, 3) college funding, 4) investment planning, 5) retirement savings and retirement income planning, and 6) estate and tax planning. This episode may trigger you to revisit your life insurance needs, start savings for your kids college, or making sure you’re maximizing your retirement and investment savings.

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