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

Episode metadata supplied by the publisher feed · Published Nov 23, 2021

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Ep 59: Creating A Balance Sheet

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