What Exactly is a "Financial Plan?"

An episode of the Keen on Retirement podcast, hosted by Bill Keen, Matt Wilson, Steve Sanduski, titled "What Exactly is a "Financial Plan?"" was published on November 3, 2015 and runs 38 minutes.

November 3, 2015 ·38m · Keen on Retirement

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Episode Description

Historically, the phrase “financial plan” conjured up images of a 200 page book filled with charts and spreadsheets. While they contained valuable information, often times they were reviewed once then put on the shelf to collect dust.

Today, new technology and a better understanding of how people consume information have combined to make the financial planning process a practical and effective way to plan for your future.

Listen as Bill Keen discusses what “financial planning” looks like today and how having a plan and updating it regularly could be your ticket to financial freedom.

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