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Building a financial plan is a lot like constructing a house. From the foundation to the roof, all of the elements of a house work together to provide you security and longevity. That's the same way your retirement plan works so let's explore the idea and identify the different financial pieces.
0:42 – Are you good with your hands and enjoy building things?
3:22 – Here's what we're talking about today in terms of building a house.
4:23 – The foundation of your financial house
6:37 – Income sources aren't an income plan.
7:26 – What would the walls be in your financial house?
8:50 – What should you have to strengthen that wall?
11:43 – Let's talk about the roof now. What's covering your head?
16:46 – Estate plan and tax plan are important
By Mark TruttmanBuilding a financial plan is a lot like constructing a house. From the foundation to the roof, all of the elements of a house work together to provide you security and longevity. That's the same way your retirement plan works so let's explore the idea and identify the different financial pieces.
0:42 – Are you good with your hands and enjoy building things?
3:22 – Here's what we're talking about today in terms of building a house.
4:23 – The foundation of your financial house
6:37 – Income sources aren't an income plan.
7:26 – What would the walls be in your financial house?
8:50 – What should you have to strengthen that wall?
11:43 – Let's talk about the roof now. What's covering your head?
16:46 – Estate plan and tax plan are important