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Financial planning is a relatively new profession that can take on a variety of meanings. ⁣

The term “financial planning” is also often abused by corporations as a means to sell expensive financial products.⁣

In this podcast episode, I discuss what financial planning means to me, and ultimately, what the end goal is.⁣

Financial planning is advice-centric, meaning it’s about providing recommendations unique to your situation and long term goals.⁣

Financial planning is the use of technical knowledge to maximize your financial resources to create the life you want.⁣

Creating the life you want could mean:⁣

* Buying back your time ⁣
* Taking care of the people you care about⁣
* Material Items (Cars, Houses, etc.)⁣
* Leaving a legacy⁣

Since we don’t know what the future holds, financial planning is about putting you in a position to accomplish your goals regardless of future market returns, tax rates, economic environments, and things we have zero control over.⁣

By making strategic decisions and keeping realistic assumptions, we can put the odds of success in our favor!⁣

Click the links below to access your desired platform to listen!

The full DO MORE WITH YOUR MONEY podcast episode is available on Apple PodcastsSpotify, and YouTube.

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