You need a financial plan. How do you Create a Financial Plan? First we need to cover WHO is creating the plan. Whether you are a DIYer intent on creating your own Financial Plan, or a Delegator looking to hire someone to create it, You/They need 5 Cs to be qualified to make that plan. 1. Competence 2. Capacity 3. Commitment 4. Contentment 5. Character The full episode can be found at:
RetireMentorship.com/24 Need help finding an advisor to craft an Investment Plan? Search for or be matched with one at WiserAdvisor.com. Ask the the questions from Episode 5. And stay tuned to RetireMentorship for more info on finding a good one.
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Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.) Find my financial planning firm at LaxFP.com. Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.
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