Here at Money Mile, we help active, time-crunched people increase their confidence in their finances while increasing their fitness. We focus on educating runners and triathletes who are looking forward to an engaged, phased financial independence and who are ultimately interested in leaving a meaningful legacy.
Today, we’ll focus on the legacy aspect of financial planning. We have discussed estate planning already at the sprint distance and Olympic levels, but as with triathlon, the way you prepare for each race is different depending on your course. Come join me in learning about estate planning at the long course level.
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Audio Production and Show Notes by - PODCAST FAST TRACK
Risk Management - Olympic Level
Income Tax Planning - Olympic Level
Cash Flow – Olympic Level
Estate Planning - Olympic Level
A Look Behind the Curtain
Setting Your Financial Goals
Contingency Planning: The Risk Management Aspect of Your Financial Training Plan
Investments: The Strength Training Component of Financial Training Plan
Improving your Efficiency with Income Tax Planning
Cash Flow Guardrails
Estate Planning - Your Base Training Equivalent of Financial Training.
Building Your Financial Training Plan
What Is a Financial Planner and Do I Need One?
The Tax Control Triangle
Leveling Up Your Spending Plan
The Best Unconventional Investments You Can Make
5 Ways to Maximize Your Pension
6 Pro Tips for College Planning
The Tale of Two Triathletes
The Fifth Foundation of Financial Fitness
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