This is the second installment of The Planly Speaking Podcast. The show that was created to de-mystify personal finance and be a resource for financial education. We hope you enjoy it.
In today’s show I give a general overview of Financial Planning. I cover topics such as goal setting, financial foundations, investment planning, tax planning, retirement planning, estate planning, and more. The objective of this show is only to skim the surface of these topics.
For a summary of the information I have created a mindmap that acts as a visual aid in these general concepts. You can download a copy by clicking here.
To schedule an initial phone consultation click here.