Skip to content
#120 Written Financial Plans episode artwork

Apr 27, 2015 27 min

#120 Written Financial Plans

from Money Matters With Dino

The bottom line when it comes to good financial planning is to put your goals in writing starting today through the moment you pass your assets to your heirs. Writing your goals into a sound financial strategy has an incredible ability to clear and focus your mind and habits. In this episode, Jeff Seuferling from Trilogy Financial Services discusses the process of writing a solid financial plan. Dino and Jeff discuss topics like: Planning with a low income Leveraging time to create wealth The Evolution of the Written Financial Plan Technology and the Financial Plan For past shows and to learn more about the Money matters With Dino community, check us out at www.moneymatterswithdino.com Join us on Facebook for updates and please like our page. www.facebook.com/moneymatterswithdino Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.

Episode details come from the podcast's RSS feed.

Embed this episode

Ready to play

#120 Written Financial Plans

0:00 27:38

No transcript yet.

Requests help us decide what to transcribe next.

Frequently asked questions

How long is this episode of Money Matters With Dino?

This episode is 27 minutes long.

When was this Money Matters With Dino episode published?

This episode was published on April 27, 2015.

Can I download this Money Matters With Dino episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.