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Building a Financial Plan off Your Life Phase, Not Your Age
Manage episode 411285827 series 3419234
Kandungan disediakan oleh Creative Planning and John Hagensen. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Creative Planning and John Hagensen atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
It’s a well-known practice to create financial plans based on age. And while there’s some good logic to it, it doesn’t always make sense. Planning instead by what phase of life you’re in provides a more tailored approach that recognizes your current needs and priorities and how those will evolve as you move into different phases over the years ahead. John explains what this approach looks like and how you can adapt your plan accordingly. (2:05) Plus, learn how to avoid falling victim to this year’s most common tax scams (37:06) and why asset allocation is only the first piece of the investment puzzle.(24:05)
Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!
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creativeplanning.com/important-disclosure-information/
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