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How To Build a Financial Plan To GROW Your Wealth | Episode #6
In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode.
(0:00) Intro
(1:03) Podcast Start
(1:48) What's Important About Liquidity?
(3:10) What's Right Amount of Money To Have In A Savings Account?
(4:55) Where Should You Put Your Savings?
(6:22) What Type of Volatility Should You Expect In A Savings Account?
(8:38) What's Important About Protection?
(10:59) How You Can Be Protected From Taxes
(13:15) How Important Is Insurance
(17:21) How Is Income Part Of Your Financial Plan
(19:19) What's Important About Growth?
(21:03) How To Determine Your Financial Goals
(24:30) Wrap-Up
----
Need Help Constructing Your Financial Plan or Have Questions? 📞
Book a FREE 15 Minute Discovery Call with us:
https://outlook.office365.com/book/Ke...
----
Want more FREE resources? 📚
Download some of our FREE Financial Guides!:
https://assetstrategy.com/financial-g...
----
Found this video helpful? Be sure to hit the like button on this video and share it with someone who may find this helpful. Subscribe to our channel so we can keep helping you grow and create wealth.
----
Want to know where else you can find us?
Click on this link → https://linktr.ee/assetstrategy
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By Asset Strategy
5
22 ratings
In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode.
(0:00) Intro
(1:03) Podcast Start
(1:48) What's Important About Liquidity?
(3:10) What's Right Amount of Money To Have In A Savings Account?
(4:55) Where Should You Put Your Savings?
(6:22) What Type of Volatility Should You Expect In A Savings Account?
(8:38) What's Important About Protection?
(10:59) How You Can Be Protected From Taxes
(13:15) How Important Is Insurance
(17:21) How Is Income Part Of Your Financial Plan
(19:19) What's Important About Growth?
(21:03) How To Determine Your Financial Goals
(24:30) Wrap-Up
----
Need Help Constructing Your Financial Plan or Have Questions? 📞
Book a FREE 15 Minute Discovery Call with us:
https://outlook.office365.com/book/Ke...
----
Want more FREE resources? 📚
Download some of our FREE Financial Guides!:
https://assetstrategy.com/financial-g...
----
Found this video helpful? Be sure to hit the like button on this video and share it with someone who may find this helpful. Subscribe to our channel so we can keep helping you grow and create wealth.
----
Want to know where else you can find us?
Click on this link → https://linktr.ee/assetstrategy