EPISODE · Aug 14, 2023 · 25 MIN
What is Financial Planning?
from Retired-ish
Revealing the mysteries around financial planning: What it means, what it can do for you, and what the process looks like. I also discuss the problem with simply knowing or researching things rather than using information to implement in your own life. More specifically, I discuss: What is Financial Planning? – Personal/Retirement What Are The Steps to Creating a Financial Plan? Examples of What to Consider When Creating Your Plan The Implementation of Information and Strategies What Can Financial Planning Do For You? Resources: Retired-ish Newsletter Sign-Up Begin Creating Your ONE-PAGE Financial Map Free 4-Step Retirement Analysis for Ages 50+ Ask Cameron A Question! The key moments in this episode are: 00:00:50 - Types of Financial Planning 00:02:17 - The Purpose of Financial Planning 00:04:58 - The Process of Financial Planning 00:09:07 - Importance of Getting Organized 00:14:37 - The Importance of Open-Mindedness in Financial Planning 00:14:59 - The Sign of a Completed Plan 00:15:51 - The Most Important Step: Implementation 00:17:23 - The Value of Assistance in Staying Consistent 00:19:01 - Continuous Monitoring and Course Correction
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What is Financial Planning?
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