. . . planning to fail."

The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true.

Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life!

So why do so few people have a financial plan? (Only 25% of Americans have a plan according to CNBC.)

In today's podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical that people not just understand but implement.

We also discuss the importance of a plan and how it’s not a one-time build it and forget it process.

Here's to wise investing,

Iron Gate Global Advisors

This podcast is for educational purposes only and does not constitute investment advice or recommendations. Please consult a financial professional.