A Guided Tour Through Our Financial Planning Process

Episode 11 of the The Year You Retire podcast, hosted by John Bever and Jim Uren, titled "A Guided Tour Through Our Financial Planning Process" was published on March 4, 2024 and runs 32 minutes.

March 4, 2024 ·32m · The Year You Retire

Summary

Have you thought about working with a financial planner, but you’re just not sure what to expect? Have you thought you might benefit from creating a financial plan, but you just don’t know what the process might be like or if it would even be helpful? Wonder no more. In this episode you’ll be given a guided tour through the financial planning process at Phase 3 Advisory Services.Join hosts John Bever and Jim Uren as they reveal each step of the financial planning process that they follow with every client. From your initial phone call to the creation of your written action plan, you’ll discover what to expect at every step along the way. You’ll learn how we conduct our first meeting, the questions we tend to ask and the information we gather to help create your personalized financial plan. You’ll also learn the enormous benefits of having a personalized financial plan, the importance of working with a CERTIFIED FINANCIAL PLANNER™ professional, and the importance of plan implementation and review.After listening to this episode, you will be able to:·      Determine how the financial planning process might help you work toward your financial goals.·      Schedule your initial conversation with a financial planner without fear of the unknown.·      Understand what to expect at every step of the financial planning process.·      Identify the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional.·      Boost your motivation to help you work toward a strong financial future.The key moments in this episode are: 00:00:05 - Introduction to Retirement Planning 00:01:19 - Importance of Working with a Financial Planner 00:05:44 - Health Benefits of Financial Planning 00:07:39 - What to Expect in a Discovery Meeting 00:13:01 - Sample Questions in a Discovery Meeting 00:13:45 - Financial Considerations in Retirement 00:15:10 - Financial Planning Process 00:19:18 - Importance of Data Gathering 00:24:41 - Financial Plan Presentation 00:26:19 - Importance of Review 00:26:42 - Reviewing Financial Data 00:27:58 - Client-Centric Approach 00:28:51 - Tools for Financial Planning 00:29:34 - Tax Optimization in Retirement 00:30:00 - Gratitude Segment Disclosure: The views expressed in this podcast are not necessarily the opinions of Phase 3 Advisory Services or Osaic Wealth, Inc. and should not be construed directly or indirectly as an offer to buy or sell any securities or services mentioned herein. Unless otherwise specified, show guests are not securities licensed or affiliated with Phase 3 Advisory Services or Osaic Wealth. Investing is subject to risks, including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional investment. and insurance advisory services offered through Phase 3 Advisory Services Limited, a Registered Investment Advisor.Osaic Wealth is separately owned and other entities and or marketing names,

Episode Description