Getting Started: A Financial Plan’s First Steps

What this episode covers

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several thing. Barbara will help you figure out what the right first step is for you.

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 11 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on July 5, 2018.

What is this episode about?

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske 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.