Episode Synopsis "What Is Financial Planning Anyway"

Today I am expanding on last week’s podcast by talking about what financial planning is and how it can help you reach your financial goals.  Rather than just walk through a list of what financial planning is, I’d like to dive into some specific examples of ways financial planning saved the client’s money and how the fee paid was way less than the savings gained in the process.

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More episodes of the podcast 401 Advisor

• Tax Strategies for Retirement
• Where Do We Go From Here
• The Good, The Bad, and The Ugly of Annuities
• Retirement Income Maximization
• Surviving A Bear Attack
• Getting to The Zero Percent Tax Bracket In Retirement
• Why You Should Want A Fiduciary
• Social Security-Your Most Important Decision
• A Tax Bomb Awaits You
• What Is Financial Planning Anyway
• The Foundation of Your Financial Plan
• If Tomorrow Never Comes
• Investment Strategy and Why You Need One