Join me as I sit down with David Warshaw, Certified Financial Planner and founder of The Wealth Plan. David shares his unique and organized Four Seasons Financial Planning Framework, discussing different financial planning items each quarter. The video covers topics like retirement planning, cash flow, tax planning, insurance optimization, estate planning, and investment planning. David highlights the technologies and tools he uses to make the process more streamlined for his clients. He further emphasizes the importance of regular meetings and updates with clients. This in-depth conversation offers valuable insights and advice for both clients and financial advisors.
David's Website: https://thewealthplan.com/
00:00 Introduction and Guest Presentation
00:35 David's Journey and Financial Planning Approach
01:26 The Four Seasons of Planning Framework
02:13 The Rationale Behind the Four Seasons Framework
03:34 Retirement and Cash Flow Planning
04:56 Tax Planning and Insurance Optimization
06:38 Estate Planning and Assistance to Loved Ones
08:36 Investment Planning and Account Reviews
09:10 Meeting Duration and Frequency
11:05 Additional Topics and Tools
12:38 Contact Information and Closing Remarks
