Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours  could help you plan much better.

On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom.

Listen now. 

Show Highlights Include:

• Financial Planning Is Like The Changing Seasons. (2:10) 
• The Build And Grow Phase. (8:25) 
• The Transitional Phase. (9:45) 
• The Distribution And Deployment Phase. (11:57) 
• Always Plan For The Next Phase. (13:29) 

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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