Building a Financial Plan in 10 Steps

30/06/2020 18 min Temporada 4 Episodio 25
Building a Financial Plan in 10 Steps

Listen "Building a Financial Plan in 10 Steps"

Episode Synopsis

Give the Simply Financial Podcast a rating & a review on ITunes“Building wealth is a marathon, not a sprint” - Chris CalandraSteps include:1. Write down your financial goals - Reference S3E28  2. Start an Emergency Fund3. Pay off Debt4. Create an investment plan5. Get the right insurance6. Create a retirement plan7. Plan for taxes8. Have an Estate Plan9. Review your overall plan (steps 1-8) regularly10. Stay the course