How Do You Know if Your Financial Plan Is Working?

How Do You Know if Your Financial Plan Is Working?

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On episode 87 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFA and CFP Blair duQuesney to discuss preparing for inheritances, adjustable rate mortgages, utilizing a reverse mortgage, and much more! Submit your Ask The Compound questions to [email protected]!

Thanks to Tropical Bros for sponsoring this episode! Visit https://tropicalbros.com/products/super-stretch-animal-spirits-hawaiian-shirt to purchase the Animal Spirits X Tropical Bros Hawaiian shirt before they sell out!

►00:00 - Intro
►02:35 - Calculating inheritances
►08:15 - Preparing for mortgage rate increases
►13:05 - The CFA vs CFP
►20:45 - Assessing your financial plan
►25:04 - Utilizing a reverse mortgage

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