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Description

Putting together a financial plan is like building a house. You need a strong foundation to create the walls, roof and finishing touches. On this episode of the Make Retirement Work podcast, we give you step-by-step instructions to create a solid foundation and financial plan.

 

Read more and get additional financial resources here: http://makeretirementwork.com/418/ep-12-how-to-build-a-strong-financial-house/ 

 

On today's show: 

5:05 - The foundation = Your income plan

7:15 - The walls = Your investment plan

8:49 - The roof = Your insurance protections

11:05 - The finishing touches = Your estate plan

15:05 - Teaching kids about taxes