EPISODE · Oct 29, 2024 · 39 MIN
Ep#17 Core Financial Planning
from That Financial Guy · host Keith and Jack Wilson
Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 key parts; Retirement, Education and Survivorship. Something Anthony calls RES. We will be guiding you through the key strategies to build a stable financial foundation. Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉 https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...
What this episode covers
Are you ready to take control of your financial future? In this episode I am joined by Anthony Ruffalo, CFP and we have a candid and authentic conversation about core financial planning essentials. Financial Planning can be broken down into 3 key parts; Retirement, Education and Survivorship. Something Anthony calls RES. We will be guiding you through the key strategies to build a stable financial foundation. Helping you to be wise with your money! To see more videos discussing personal...
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Ep#17 Core Financial Planning
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