Things to Consider When Building Your Financial Plan

Sep 3, 2019SML Planning Minute Podcast, Company News, Retirement Planning

Podcast: Play in new window | Download (Duration: 6:40 — 6.4MB)

Episode 37 – Things to Consider When Building Your Financial Plan, Part 1 of 9. The first step in creating a financial plan is developing an overall spending plan. You need to know what’s coming in and what’s going out, and you need to know your assets and your liabilities. Learn more in our new podcast.

More SML Planning Minute Podcast Episodes

Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan

Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals

Listen to Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 - Debt

Listen to Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 - Protection

Listen to Episode 41 - Things to Consider When Building Your Financial Plan, Part 5 – Peace of Mind and Investing

Listen to Episode 42 - Things to Consider When Building Your Financial Plan, Part 6 – Tax Strategies

Listen to Episode 43 - Things to Consider When Building Your Financial Plan, Part 7 – Future Health Care

Listen to Episode 44 - Things to Consider When Building Your Financial Plan, Part 8 – Retirement

Listen to Episode 45 - Things to Consider When Building Your Financial Plan, Part 9 – Implementation