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5 Pillars of Financial Planning

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Manage episode 394712414 series 2367654
Content provided by Charles Scott. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Scott or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes:

0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

  continue reading

109 episodes

Artwork
iconShare
 
Manage episode 394712414 series 2367654
Content provided by Charles Scott. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Charles Scott or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes:

0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

  continue reading

109 episodes

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