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August 20, 2020 12 mins

When you go on a trip, a lot of times it helps to refer to a packing list to make sure you have everything. When putting together a financial plan, do you have everything in order? Let’s talk about what you need to put into your financial suitcase.

 

Read more and get additional financial resources here: http://petersonfg.com/how-to-pack-your-financial-suitcase/ 

 

On today's show: 

0:46 - Where can Americans travel right now?

3:22 - How can we be sure we’ve packed efficiently? 

5:02 - How do you deal with “lost luggage” in the financial world?

7:56 - How do you protect your assets?   

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