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5 Pillars of Financial Planning
In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.
Show Notes:
0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
View all episodes
By Charles ScottIn today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.
Show Notes:
0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/