Mastering The 5 Key Areas of Your Financial Life

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. By addressing all 5 of these areas, you can achieve simplicity, clarity, and confidence in your retirement plan. If your current plan doesn’t cover these areas, it might be time to re-evaluate your plan and seek professional advice.

Need help? Reach out to Scott and the team to see if your retirement plan is on track!

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

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The 5 Key Areas of a Complete Financial Plan PDF

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