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Ep 12: How to Build a Strong Financial House

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Manage episode 270027847 series 2665670
Content provided by Marc Werkmeister. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Werkmeister 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.

Putting together a financial plan is like building a house. You need a strong foundation to create the walls, roof and finishing touches. On this episode of the Make Retirement Work podcast, we give you step-by-step instructions to create a solid foundation and financial plan.

Read more and get additional financial resources here: http://makeretirementwork.com/418/ep-12-how-to-build-a-strong-financial-house/

On today's show:

5:05 - The foundation = Your income plan

7:15 - The walls = Your investment plan

8:49 - The roof = Your insurance protections

11:05 - The finishing touches = Your estate plan

15:05 - Teaching kids about taxes

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 270027847 series 2665670
Content provided by Marc Werkmeister. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marc Werkmeister 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.

Putting together a financial plan is like building a house. You need a strong foundation to create the walls, roof and finishing touches. On this episode of the Make Retirement Work podcast, we give you step-by-step instructions to create a solid foundation and financial plan.

Read more and get additional financial resources here: http://makeretirementwork.com/418/ep-12-how-to-build-a-strong-financial-house/

On today's show:

5:05 - The foundation = Your income plan

7:15 - The walls = Your investment plan

8:49 - The roof = Your insurance protections

11:05 - The finishing touches = Your estate plan

15:05 - Teaching kids about taxes

  continue reading

42 episodes

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