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 Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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