Mastering The 5 Key Areas of Your Financial Life

What does a complete financial plan really look like? You’ve spent decades working hard, saving diligently, and now the golden years are on the horizon. But have you covered all of your bases? Listen in as Scott walks us through the 5 key areas of a complete financial plan in today’s episode- income planning, investment planning, tax planning, healthcare planning, and legacy/estate planning.

 

Here’s what we cover in this episode:

0:00 – Intro

0:33 – Overview of the 5 key areas

6:20 – Income planning

9:00 – Investment planning

11:52 – Tax planning

16:48 – Healthcare planning

19:15 – Legacy and Estate planning

 

The 3 Stages of Retirement Episode

https://listentoscott.com/video-podcasts/the-3-stages-of-retirement/

 

The 5 Key Areas of a Complete Financial Plan PDF

https://drive.google.com/file/d/1D6L8ZwZL0vyy5m3LbsCrXHC6_2QadcQt/view?usp=sharing

 

Want to connect with us?

https://listentoscott.com/

https://elevatemyretirement.com/our-team/scott-m-dougan/

913-393-4724

 

Watch the show on YouTube: https://bit.ly/3RiT7Ky