Go Out And Live!

Five Steps to Starting a Financial Plan


Listen Later

Getting started on your own financial plan is a great way to start your New Year on the right track. In the first episode of 2019, we cover 5 steps (plus a bonus) with actionable ideas so you can start your own financial plan. The steps are: Cash Flow Planning, Risk Management, Financial Independence, Tax Planning and Investment Planning. 
The Bonus is a quick thought on estate planning and wills. 
You control money, or money controls you.
Questions? Tweet me @15MinuteFA
...more
View all episodesView all episodes
Download on the App Store

Go Out And Live!By Michael Policar - Fiduciary

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

79 ratings