Financial Sprints
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Financial Sprints
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Summary
Financial Planning is a marathon, not a sprint. But it can be helpful to break this process down into several short sprints and focus on one item at a time. Today, Chad Castle and Jessica Burch walk us through the five sprints you'll focus on in financial planning. A well-rounded financial plan doesn't happen all at once.
- Sprint #1 - Secure your retirement income
- Sprint #2 - Establish your investment account
- Sprint #3 - Taxes Matter...a lot!
- Sprint #4 - LTC expenses can wipe out your portfolio
- Sprint #5 - What is your Legacy?
(This idea originally came from Nick Davis at Brindle & Bay Wealth Management.)
Contact Winnow Wealth:
Winnow Wealth Website: https://winnowwealth.com/
Winnow Wealth Phone Number: (254) 776-8400
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