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How To Build A Financial Plan To Grow Your Wealth! | January 2025 Edition
Welcome to the January 2025 Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.
In this episode, 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
(1:18) Podcast Start
(1:53) What's Important About Liquidity?
(3:10) What's Right Amount of Money To Have In A Savings Account?
(5:02) Where Should You Put Your Savings?
(6:27) What Type of Volatility Should You Expect In A Savings Account?
(8:42) What's Important About Protection?
(11:15) How You Can Be Protected From Taxes
(13:21) How Important Is Insurance
(17:25) How Is Income Part Of Your Financial Plan
(19:30) What's Important About Growth?
(21:20) How To Determine Your Financial Goals
(24:31) Wrap-Up
SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/
Join our FREE Weekly Email Campaign: https://www.moneyletter.com/friends/
Call Us Toll Free: (800) 890-9670
View all episodes
By MoneyLetterWelcome to the January 2025 Edition of 'MoneyLetter on Markets' hosted by publisher Brian Kelly.
In this episode, 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
(1:18) Podcast Start
(1:53) What's Important About Liquidity?
(3:10) What's Right Amount of Money To Have In A Savings Account?
(5:02) Where Should You Put Your Savings?
(6:27) What Type of Volatility Should You Expect In A Savings Account?
(8:42) What's Important About Protection?
(11:15) How You Can Be Protected From Taxes
(13:21) How Important Is Insurance
(17:25) How Is Income Part Of Your Financial Plan
(19:30) What's Important About Growth?
(21:20) How To Determine Your Financial Goals
(24:31) Wrap-Up
SUBSCRIBE TO OUR PUBLICATION: https://www.moneyletter.com/subscribe/
Join our FREE Weekly Email Campaign: https://www.moneyletter.com/friends/
Call Us Toll Free: (800) 890-9670