Making Sense of Financial Planning episode artwork

EPISODE · Oct 19, 2022 · 23 MIN

Making Sense of Financial Planning

from That Financial Guy · host Keith and Jack Wilson

In this episode of "That Financial Guy" we talk about how to make sense of financial planning. Too many times people are confused, intimidated and worried about their finances. A financial plan can give you a blue print of your financial path. But how do you start? What questions do you ask of a financial planner? Am I going to be alright? Financial planning isn't easy but it can be simple. At the core, most people just want to make sure they will have enough to retire and live comfortably, make sure their spouse is taken care of in the event of a pre-mature death and provide for their children to make sure their education expenses are taken care of.Helping you to be wise with your money!To see more videos discussing personal finance Subscribe:https://www.youtube.com/channel/UCbDA...For more resources: 👉   https://wfa-nc.com/insights 📝 Get your Free Retirement Plan checkuphttps://wfa-nc.com/retirement-plan-ch...To schedule a complimentary consultation with me: 👉...

In this episode of "That Financial Guy" we talk about how to make sense of financial planning. Too many times people are confused, intimidated and worried about their finances. A financial plan can give you a blue print of your financial path. But how do you start? What questions do you ask of a financial planner? Am I going to be alright? Financial planning isn't easy but it can be simple. At the core, most people just want to make sure they will have enough to retire and live comfortably, m...

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Making Sense of Financial Planning

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Frequently Asked Questions

How long is this episode of That Financial Guy?

This episode is 23 minutes long.

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This episode was published on October 19, 2022.

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In this episode of "That Financial Guy" we talk about how to make sense of financial planning. Too many times people are confused, intimidated and worried about their finances. A financial plan can give you a blue print of your financial path. But...

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