• Chapter 2: Financial Planning 101

  • Jun 11 2024
  • Duración: 24 m
  • Podcast

Chapter 2: Financial Planning 101  Por  arte de portada

Chapter 2: Financial Planning 101

  • Resumen

  • In this chapter, you'll gain valuable insights from Shawn on retirement planning, emphasizing personal finance education, effective budgeting, and maintaining financial margins. Revisiting key concepts from the first chapter, such as the "Treasure Target," Sean offers tips for achieving financial independence and creating a roadmap for a secure financial future. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom.


    Shawn answers:

    • How does the Treasure Target outlined in the material help individuals achieve financial independence, especially considering the lack of formal education in personal finance?
    • In what ways does the emphasis on tracking expenses, budgeting, managing debt, and saving, as highlighted in the material, contribute to individuals' ability to make informed financial decisions and plan effectively for retirement?
    • How does the concept of "worshiping with money" differ from "worshiping money," according to the book? How can individuals distinguish between the two in their financial practices?
    • The text emphasizes the importance of financial margin in achieving long-term goals and aligning one's heart and hope toward the future. How can individuals assess their current financial status and work towards increasing their margin?


    "A good financial advisor is going to be honest enough upfront with you to say, Hey, this is what I see. This is where adjustments need to be made for you to have a chance to do what you want to do." — Shawn Maloney


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

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