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What Is A Financial Plan?

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Manage episode 363806718 series 3130315
Content provided by Brad MacBeth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad MacBeth 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.

What is a financial plan, and do you need one? What does it look like, and what does it do? If you have investments but don't have a financial plan, you're shortchanging yourself. And if you already get your investments at the bank or through an advisor and don't have a plan, why haven't they done that for you?

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

  continue reading

46 episodes

Artwork
iconShare
 
Manage episode 363806718 series 3130315
Content provided by Brad MacBeth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad MacBeth 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.

What is a financial plan, and do you need one? What does it look like, and what does it do? If you have investments but don't have a financial plan, you're shortchanging yourself. And if you already get your investments at the bank or through an advisor and don't have a plan, why haven't they done that for you?

Book an appointment with Brad to learn more: ⁠⁠⁠⁠⁠⁠⁠⁠Brad's Online Booking Calendar.⁠⁠⁠⁠⁠⁠⁠⁠

There is something so powerful about being surrounded by individuals with similar goals to yours. Join us in our Facebook Community: ⁠⁠⁠⁠⁠⁠⁠⁠The Simple Plan Community.⁠⁠⁠⁠⁠⁠⁠⁠

Would you like to stay connected and receive tips sent directly to your email? Click here to subscribe to our weekly newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠https://go.getthesimpleplan.com/subscribe

  continue reading

46 episodes

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