Welcome to Staying on Track, the podcast dedicated to helping you take control of your financial future. Brought to you by DayMark Wealth Partners, we guide you through the exciting world of money management, investments, and smart financial planning. This episode, we delve into family financial planning with expert guests, real-life success stories, and actionable ideas.

In this episode, host Jason Beischel, founder of DayMark Wealth Partners, and certified financial planner Justin Fitchko, share their insights on planning for your family's financial future. Learn how to set goals, prioritize investments, and ensure financial security for your loved ones.

Episode Highlights:

• Goal Setting for Families: Discover the importance of intentional goal setting and practical tips on involving your partner in financial discussions.
• Education Planning: Understand the rising costs of education and how to prepare with tools like 529 plans and education funding gap analysis.
• Investment Priorities: Learn the best strategies for building your financial pyramid, from cash reserves to retirement accounts and beyond.
• Life Insurance: Get expert advice on choosing the right life insurance policy to protect your family and ensure peace of mind.
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Key Takeaways:

• Inspiration and Motivation: Hear real-life stories and tips to inspire you to take control of your financial planning.
• Expert Insights: Gain valuable insights from experienced financial planners on goal setting, investment strategies, and insurance planning.
• Practical Advice: Get actionable advice on how to prioritize your savings and investments to secure your family's financial future.

Join us on this financial journey towards empowerment and prosperity. Tune in to Staying on Track and let's get started!