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5 Pillars of Financial Planning
Manage episode 394712414 series 2367654
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/
109 episodes
Manage episode 394712414 series 2367654
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/
109 episodes
All episodes
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