Financial planning doesn’t have to feel overwhelming. With the right guidance, it’s more manageable than you think. In this episode, we’re diving into the how and why of planning ahead can empower you to stay aligned with your financial goals. From smart investing to effective debt management, discover how our expert financial planners can help you stay focused, confident, and on track.
01:38 - So we are called a subsidiary. That's the technical definition. We are an owned portion of the credit union for regulatory purposes. 01:58 - We have some very specific guidelines in how we help our members prepare for their financial futures. 02:06 - Things like risk protection, think various types of insurance, financial planning, investments, and estate planning. 05:50 - It's really hard to think about transitioning from saving to making your money actually provide an income to you.
• Understanding Financial Goals: Short-term vs Long-term (3:08) • Navigating Major Life Milestones (9:02) • Inheritance and Estate Planning (18:08) • The Role of Financial Advisors (26:49)
Explore how these Navy Federal Investment Services* can help you stay the course of your money goals.
