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Why Having A Financial Plan Is Better Than Being Asset Rich
Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement.
Read more and get additional resources here: https://financialplanningva.com/podcast/
What we discuss on this episode:
0:12 - What does it mean to be asset rich?
2:57 - What do you need in retirement?
5:12 - How does your plan meet your specific needs?
7:10 - What kind of advice does Brian have for someone 60 years old?
10:44 - Is your plan up-to-date?
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By Brian Bowen
5
22 ratings
Having a lot of assets might feel nice, but don’t assume that means you don’t need a financial plan. Brian talks through the importance of a balanced plan and budget in retirement.
Read more and get additional resources here: https://financialplanningva.com/podcast/
What we discuss on this episode:
0:12 - What does it mean to be asset rich?
2:57 - What do you need in retirement?
5:12 - How does your plan meet your specific needs?
7:10 - What kind of advice does Brian have for someone 60 years old?
10:44 - Is your plan up-to-date?
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