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What is Financial Planning (Part 2)
Manage episode 366148543 series 3405608
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What is financial planning and what value can it bring to your life? In part two of our series, we continue exploring the key components of financial planning, with a focus on taxation. Drawing inspiration from the popular board game, Trivial Pursuit, John likens financial planning to collecting puzzle pieces. Just as one needs all the different wedges to win the game, a successful financial plan requires attention to six key areas: investments, insurance, taxes, estate planning, retirement, and general principles. Join us as he explains the value of working with a financial professional who covers all aspects of financial planning, rather than just an investment-focused advisor.
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