In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.
Show Notes:
0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Why Retirement Planning Ain’t What It Used To Be
Do You Concur? Picking Sides In Important Financial Debates
The Potential Forgiveness Of Student Loans Being Proposed
The New Assessment Of The Costs Of Healthcare In Retirement
Life Insurance & Retirement Statistics
Financial Terms & Housing Questions In Retirement
Understanding Financial Jargon: Advisor Designations & Definitions
When Guessing At Retirement’s Most Important Questions Goes Wrong
What They’re Saying: What Is The Most Important Part Of Retirement Planning?
Who Even Needs A Financial Advisor?
What They’re Saying: 2022 Economic Predictions
Retirement Potpourri: Fill In The Blank
22 Resolutions for 2022, Part 2
22 Resolutions for 2022, Part 1
Quit Cutting Corners In Financial Planning
Retirement Jigsaw Puzzle
Financial Temptations
Income Planning Essentials
How Age & Wisdom Play Into Financial Planning
Summer Break & Inflation
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