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What is Financial Planning?
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Revealing the mysteries around financial planning: What it means, what it can do for you, and what the process looks like. I also discuss the problem with simply knowing or researching things rather than using information to implement in your own life.
More specifically, I discuss:
- What is Financial Planning? – Personal/Retirement
- What Are The Steps to Creating a Financial Plan?
- Examples of What to Consider When Creating Your Plan
- The Implementation of Information and Strategies
- What Can Financial Planning Do For You?
Resources:
- Retired-ish Newsletter Sign-Up
- Begin Creating Your ONE-PAGE Financial Map
- Free 4-Step Retirement Analysis for Ages 50+
- Ask Cameron A Question!
The key moments in this episode are:
00:00:50 - Types of Financial Planning
00:02:17 - The Purpose of Financial Planning
00:04:58 - The Process of Financial Planning
00:09:07 - Importance of Getting Organized
00:14:37 - The Importance of Open-Mindedness in Financial Planning
00:14:59 - The Sign of a Completed Plan
00:15:51 - The Most Important Step: Implementation
00:17:23 - The Value of Assistance in Staying Consistent
00:19:01 - Continuous Monitoring and Course Correction
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