Scott and James discuss how to understand your balance sheet.

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

6:17 - Having Multiple Accounts For Organization

10:08 - Goal-Based Investing Accounts

15:33 - Debt

20:25 - Net Worth Allocation

24:29 - Restrucutre Debt

26:48 - Aligning Your Financial Goals With Your Life

LET'S CONNECT!

James

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Scott

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