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One, Two, Buckle My Shoe

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Manage episode 361955735 series 3353961
Content provided by BIF Bites and The Boston Institute of Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BIF Bites and The Boston Institute of Finance 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.
Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for planners to develop. Is adequate life insurance coverage more important than a fully-funded emergency fund? Should you fund a 529 or purchase extra long-term disability insurance coverage? How does having kids change your financial priorities? In this week’s episode, Jerry and Adam chat about the correct order of importance for these financial planning goals and several more.
  continue reading

93 episodes

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One, Two, Buckle My Shoe

BIF Bites

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Manage episode 361955735 series 3353961
Content provided by BIF Bites and The Boston Institute of Finance. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BIF Bites and The Boston Institute of Finance 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.
Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for planners to develop. Is adequate life insurance coverage more important than a fully-funded emergency fund? Should you fund a 529 or purchase extra long-term disability insurance coverage? How does having kids change your financial priorities? In this week’s episode, Jerry and Adam chat about the correct order of importance for these financial planning goals and several more.
  continue reading

93 episodes

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