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Episode Show Notes:
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. Today we’ll share some similarities in building a strong financial plan and a dream home.
Much like a home needs a strong foundation, walls, and roof to withstand the elements, a comprehensive financial plan requires various components to weather any financial storms. Do you have an income plan, investment plan, and insurance protections? Join us as we dive into each of these elements and explain why they are essential for a solid financial home.
Here are the structural pieces of your financial home that we’ll discuss:
- Foundation = Your income plan (1:59)
- Walls = Investment Plan (4:44)
- Roof = Insurance protections (6:47)
Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.
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