One Page Financial Plan

from Mailbox Money · host Jackson Wood

In this episode we discuss how we do financial planning for ourselves and the clients we serve. We discuss:  Safe, Sacred, Speculative Investing 3 Rocks Rule for ANY plan not just investing Planning One Pager: Multiple Columns of Mailbox Money Progress Reviews not Predictions It’s alive it has to be fed and groomed, this isn't something you set up once and ignore for the rest of your life.  Deeply informed simplicity is the Holy Grail! ----------------------- Thank you for listening to Mailbox Money! If you've enjoyed the show, we would appreciate if you subscribe and share the podcast. If you'd like to reach out to us, send an email to [email protected] www.freedomdaysolutions.com

Episode metadata supplied by the publisher feed · Published Apr 11, 2022

What this episode covers

In this episode we discuss how we do financial planning for ourselves and the clients we serve. We discuss: Safe, Sacred, Speculative Investing 3 Rocks Rule for ANY plan not just investing Planning One Pager: Multiple Columns of Mailbox Money Progress Reviews not Predictions It’s alive it has to be fed and groomed, this isn't something you set up once and ignore for the rest of your life. Deeply informed simplicity is the Holy Grail! ----------------------- Thank you for listening to Mailbox Money! If you've enjoyed the show, we would appreciate if you subscribe and share the podcast. If you'd like to reach out to us, send an email to [email protected] www.freedomdaysolutions.com

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One Page Financial Plan

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This episode is 26 minutes long.

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This episode was published on April 11, 2022.

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