S1E63: How to Build A Financial Plan in 5 Steps

The John Chapman Show Podcast

English - January 30, 2021 04:35 - 24 minutes - 22.3 MB - ★★★★★ - 4 ratings
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Previous Episode: S1E62: Best and Worst Financial Habits for 2021

Next Episode: S1E64: Giving the Greatest Gift

What all is involved in creating a financial plan? On todays episode, John talks with cohost Erica about the 5 key steps of financial planning and how they uniquely fit together to help investors gain financial peace of mind.

The 5 steps include:

Retirement Planning
Investment Management
Insurance Planning
Estate Planning
Tax Planning

Whether you're just starting out on journey or getting ready for retirement, having a financial plan that addresses your situation and considers how to grow and preserve your assets from all angels is critical.

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