Real Estate Essentials by Linda Peltz

Financial Planning: How to Get Started With Mike Kelly


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In this episode, I sit down with Mike Kelly for an insightful conversation on financial planning and how to get started, no matter what stage of life you’re in.

We cover practical strategies, common mistakes people make, and how having a clear financial plan can bring confidence, clarity, and long-term stability. I truly enjoyed our conversation, and Mike does an excellent job breaking down what can often feel overwhelming into simple, actionable steps.

If you’ve ever wondered where to start with financial planning, this episode is for you.

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Real Estate Essentials by Linda PeltzBy Linda Peltz