5 Pillars of Financial Planning

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes

0:48 - Main Topic: 5 Part To Financial Planning

2:00 - Income

4:41 - Tax Planning

8:22 - Estate Planning

11:10 - Investment Planning

14:44 - Risk Management

18:12 - Mailbag: Carl Asks About Selling Land

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.