Top 5 Financial Planning Considerations

Top 5 Financial Planning Considerations

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Publish Date:
17 January, 2024
Category:
Financial Planning
Video License
Standard License
Imported From:
Youtube

We’re still in countdown mode after watching the ball drop in Times Square on New Year’s Eve. Today, Dean Barber and Bud Kasper, CFP®, AIF® are going to count down our top five financial planning considerations.

Timestamps:
00:00 – Introduction
01:04 – 5. Start with the End in Mind
03:22 – 4. Be Conservative Applying an Inflation Rate to Your Plan
07:13 – 3. Work on a Firm and Realistic Budget
10:32 – 2. Always Plan from a Net Perspective
14:27 – 1. Cover Your Basics First
20:16 – What We Learned Today

Retirement Plan Checklist: https://bit.ly/3NXi2lt
Financial Planning Tool: https://bit.ly/3tRjsqH
Meet with Us: https://bit.ly/48Kw81p

Don’t Retire Without Doing These 8 Things: https://youtu.be/nbF2B5efXtc
Stress Testing Your Financial Plan: https://youtu.be/hN42aRqv-1g
4 Big Tax Mistakes Retirees need to Avoid: https://youtu.be/eTJV5UF9j4Q
5 Factors More Important Than Rate of Return: https://youtu.be/ji55KADdVYo

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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.