Financial Planning episode artwork

EPISODE · Feb 4, 2026 · 38 MIN

Financial Planning

from Wealth Talks

What is the most important factor in retirement planning?  The philosophy and the financial habits you create.  John does financial planning for clients.  Today he shares details about how he goes about creating a successful financial plan.    What is his goal when he advises his clients? How does he make projections for his clients?   How do you make calculations based on future assumptions? Whats the best way to save for education? How do you plan for retirement? How much money is enough? Can you calculate that number? An important message on retirement is found in a parable of the Bible. A rich farmer who had an abundance of grain, decided to tare down his barns and build bigger ones to store up all his wealth. God rebuked this man for his actions and said to him, "You fool! This very night your soul is required of you; and now who will own all the things you have prepared?"  Luke 12:20 The take away from this is, there is a problem with greed and just storing up money for your own wants desires and needs and neglecting some of the more important things, like what happens to your soul when you die, or caring for the needs of those around you. 📄  INFINITE BANKING MADE SIMPLE  |  Get the free binder here: https://pages.mcfieinsurance.com/infinite-banking-made-simple-binder/?utm_source=mcfieinsurance.com&utm_medium=link&utm_campaign=podcast Follow the Wealth Talks Podcast on: Instagram: https://www.instagram.com/wealthtalkspodcast/?utm_source=ig_web_button_share_sheet Facebook: https://www.facebook.com/profile.php?id=61554798231074  Listen to the Wealth Talks Podcast on: Apple Podcasts: https://podcasts.apple.com/gb/podcast/wealth-talks/id978187163 Spotify: https://open.spotify.com/show/7MOugefeGkTl5jdkhYdjvQ?si=80ce9359d8e54cc8

NOW PLAYING

Financial Planning

0:00 38:31

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Kaizen Blueprint Aldo Chandra "Kaizen" is a Japanese term for continuous improvement. This podcast provides a blueprint to learn about health, wealth, relationships and everything else in between. Through our podcast, we strive to inspire, educate, and motivate our audience to cultivate a mindset of lifelong learning, productivity, and personal development. By sharing insights, strategies, and practical tips, we aim to guide listeners on their journey towards realizing their fullest potential, fostering success, and creating lasting positive change. Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom. Carnivores Don't Get Sunburn - Carnivore Diet Talks Carnivores Don't Get Sunburn - Carnivore Diet Talks Welcome to “Carnivores Don’t Get Sunburn,” where we have fun and explore the carnivore diet and its transformative power. Join us as we uncover real stories from individuals who have thrived on this diet, defying convention and embracing optimal health. Plus, stay tuned for our upcoming documentary featuring diverse carnivores overcoming health challenges. Learn more at www.carnivoredietdocumentary.com.Excitingly, we’re working on an upcoming documentary where we’ll feature carnivores from various walks of life, conquering diverse health challenges. Join us on this journey and learn more at www.carnivoredietdocumentary.com.Join us in uncovering the power of the carnivore diet. Prepare to be inspired, informed, and empowered to embrace optimal health and well-being.Welcome to “Carnivores Don’t Get Sunburn: Unveiling Real Stories of the Carnivore Diet.” Stay tuned for our upcoming documentary. Discover how this lifestyle can transform lives. Learn more at www.carnivoredietdocumentary.com IT IS WHAT IT IS with SHALLZ - SHALLY ZOMORODI Shally Zomorodi What?  "It is what it is" with ShallZ – Shally ZomorodiWhen? WeeklyHow long? 35 minutesEvery week, Mother of 4, wife, morning TV news anchor and ultimate hostess, Shally Zomorodi talks about life - its up's and downs and how to stay on track in her weekly podcast, ‘It is what it is.’  Known for her high energy, infectious smile and ability to see the cup as half full Shally talks about all things in life and how to work through its challenges. From parenting, marriage, friendships, current events to how to smile when it just seems impossible ‘It is what it is’ is the perfect podcast to help inspire you to dance through the rain.

Frequently Asked Questions

How long is this episode of Wealth Talks?

This episode is 38 minutes long.

When was this Wealth Talks episode published?

This episode was published on February 4, 2026.

What is this episode about?

What is the most important factor in retirement planning?  The philosophy and the financial habits you create.  John does financial planning for clients.  Today he shares details about how he goes about creating a successful financial plan.    What...

Can I download this Wealth Talks 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.
URL copied to clipboard!