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Ep 59: Creating A Balance Sheet episode artwork

EPISODE · Nov 23, 2021 · 30 MIN

Ep 59: Creating A Balance Sheet

from Retirement Plan Playbook · host Matthew Theal, Brent Pasqua, Joshua Winterswyk

One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utilize this tool to make better financial decisions. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

What this episode covers

One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you through on how to create a balance sheet, the different elements you should include, and how you can utilize this tool to make better financial decisions. Important Links: Website: https://rpawealth.com/ Call: 909-296-7977

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Ep 59: Creating A Balance Sheet

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 30 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on November 23, 2021.

What is this episode about?

One important financial tool that is often overlooked is a balance sheet. This will help you keep an inventory of the financial assets you have and you can easily track your progress from year to year. Brent, Matthew, and Joshua will walk you...

Can I download this Retirement Plan Playbook episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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