Episode 44: Using WELA to Create a Financial Plan


Manage episode 191798289 series 1404006
By Steven J. Richardson, Esq. and Steven J. Richardson. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

I have discussed in previous episodes of the podcast about the importance of having a short term and long-term financial strategy. The former is accomplished by a budget and the discipline to keep track of expenses and keep within the limits of that budget. In fact, in Episode 13 I reviewed the online budgeting tool EveryDollar to maintain that strategy.

But the long-term strategy is having savings and a retirement plan, so that you will have the peace of mind that comes with knowing that your efforts now are paying off and that your financial freedom will last for a lifetime. To help you do that, in this episode of the podcast I review Wela, an online tool that gives you the ability to gain an overall view of your entire financial situation from one free application: investments, cash, credit card debt, student loans, and real estate.

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