• Financial Sprints

  • 2022/07/06
  • 再生時間： 15 分
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Financial Sprints

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  • Financial Planning is a marathon, not a sprint.  But it can be helpful to break this process down into several short sprints and focus on one item at a time.   Today, Chad Castle and Jessica Burch walk us through the five sprints you'll focus on in financial planning. A well-rounded financial plan doesn't happen all at once.

    • Sprint #1 - Secure your retirement income
    • Sprint #2 - Establish your investment account
    • Sprint #3 - Taxes Matter...a lot!
    • Sprint #4 - LTC expenses can wipe out your portfolio
    • Sprint #5 - What is your Legacy?

    (This idea originally came from Nick Davis at Brindle & Bay Wealth Management.)

    Contact  Winnow Wealth:

    Winnow Wealth Website: https://winnowwealth.com/

    Winnow Wealth Phone Number: (254) 776-8400
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あらすじ・解説

Financial Planning is a marathon, not a sprint.  But it can be helpful to break this process down into several short sprints and focus on one item at a time.   Today, Chad Castle and Jessica Burch walk us through the five sprints you'll focus on in financial planning. A well-rounded financial plan doesn't happen all at once.

  • Sprint #1 - Secure your retirement income
  • Sprint #2 - Establish your investment account
  • Sprint #3 - Taxes Matter...a lot!
  • Sprint #4 - LTC expenses can wipe out your portfolio
  • Sprint #5 - What is your Legacy?

(This idea originally came from Nick Davis at Brindle & Bay Wealth Management.)

Contact  Winnow Wealth:

Winnow Wealth Website: https://winnowwealth.com/

Winnow Wealth Phone Number: (254) 776-8400
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