Season 4, Episode 10: 6 Areas of Exploration in Financial Planning

Many give up on financial planning before they start, and it’s no wonder! There are so many things to know! Olivia validates and empathizes with the listener but helps focus your attention on 6 areas to explore to create some sense of direction and movement: spend-planning, tax-planning, debt management, saving/investing, retirement planning, and estate planning. FINANCIAL WELL-BEING: Civilian, MilitarySTARTER SPEND PLANNet Worth SpreadsheetIRS TAX WITHHOLDING ESTIMATORFSA HEALTH CARE AND DEPENDENT CAREIRS TAX WITHHOLDING ESTIMATORCHECK YOUR CREDIT REPORTS ANNUALLYPOWERPAYTSP WEBINARSCOMPOUND INTEREST (& OTHER CALCULATORS)RISK TOLERANCE QUIZFINRA BROKER CHECK & BARRED BROKERSFINRA INVESTMENT COURSESFINDING A FIDUCIARY CERTIFIED FINANCIAL PLANNERGRB CIV PLATFORMFERS & CSRS PRE-RETIREMENT WEBINARSSOCIAL SECURITY