5 Pillars of Financial Planning

from Financial Choices Matter · host Charles Scott

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/

What this episode covers

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 Planning2:00 - Income4:41 - Tax Planning8:22 - Estate Planning11:10 - Investment Planning14:44 - Risk Management18:12 - Mailbag: Carl Asks About Selling Land Contact: Phone Number: 480-513-1830 Website: https://pelletoncapital.com/

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5 Pillars of Financial Planning

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How long is this episode of Financial Choices Matter?

This episode is 24 minutes long.

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This episode was published on January 11, 2024.

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