What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning.
Here’s what we cover in this episode:
0:00 – Intro
0:33 – Overview of the 5 key areas
6:20 – Income planning
9:00 – Investment planning
11:52 – Tax planning
16:48 – Healthcare planning
19:15 – Legacy and Estate planning
The 3 Stages of Retirement Episode
https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/
The 5 Key Areas of a Complete Financial Plan PDF
https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing
Want to connect with us?
https://listentoscott.com/
https://elevatemyretirement.com/our-team/scott-m-dougan/
913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky
