• 5 Pillars of Financial Planning

  • Jan 11 2024
  • Length: 24 mins
  • Podcast

5 Pillars of Financial Planning

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  • Summary

  • In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

    Show Notes:

    0:48 - Main Topic: 5 Part To Financial Planning 2:00 - Income 4:41 - Tax Planning 8:22 - Estate Planning 11:10 - Investment Planning 14:44 - Risk Management 18:12 - Mailbag: Carl Asks About Selling Land

    Contact:

    Phone Number: 480-513-1830

    Website: https://pelletoncapital.com/
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Business & Careers Economics Personal Finance Politics & Government
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