Episode 3 - Build Your Financial Model episode artwork

EPISODE · Feb 14, 2025 · 10 MIN

Episode 3 - Build Your Financial Model

from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi

Episode 3: Building Your Financial Model – The Key to a Confident RetirementA secure retirement doesn’t happen by accident—you need a plan. In this episode of A Smarter Way to Retire, Tony Leonardi walks you through the essential step of building your financial model.You’ll learn:✅ What goes into your financial model—income, expenses, assets, and liabilities✅ Why understanding your full financial picture is crucial for retirement planning✅ How to create a model that helps you make informed, confident decisionsYour financial model is the roadmap to your retirement. The better you build it, the smoother your journey will be. Tune in now and start planning smarter!🎧 Listen here

Episode 3: Building Your Financial Model – The Key to a Confident RetirementA secure retirement doesn’t happen by accident—you need a plan. In this episode of A Smarter Way to Retire, Tony Leonardi walks you through the essential step of building your financial model.You’ll learn:✅ What goes into your financial model—income, expenses, assets, and liabilities✅ Why understanding your full financial picture is crucial for retirement planning✅ How to create a model that helps you make informed, confident decisionsYour financial model is the roadmap to your retirement. The better you build it, the smoother your journey will be. Tune in now and start planning smarter!🎧 Listen here

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Episode 3 - Build Your Financial Model

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This episode is 10 minutes long.

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This episode was published on February 14, 2025.

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Episode 3: Building Your Financial Model – The Key to a Confident RetirementA secure retirement doesn’t happen by accident—you need a plan. In this episode of A Smarter Way to Retire, Tony Leonardi walks you through the essential step of building...

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