How Money Works artwork

Ep 76: Building Your Financial House

How Money Works

English - May 04, 2023 09:00 - 12 minutes - 16.9 MB
Investing Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 75: Don’t Get Lost in Retirement Planning
Next Episode: Ep 77: Grading Your Financial Competency

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. Much like a home needs a strong foundation, walls, and roof to withstand the elements, a comprehensive financial plan requires various components to weather any financial storms. Today we’ll share some similarities in building a strong financial plan and a dream home.

 

Here are the structural pieces of your financial home that we'll discuss:

 

Foundation = Your income plan (1:59) Walls = Investment Plan (4:44) Roof = Insurance protections (6:47) 

 

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