Constructing Your Financial House

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 much more enjoyable. So let’s find the similarities in building a strong financial plan and a dream home.

In this episode, Victor will help us construct our financial house step-by-step and explain which pieces of planning play the part of the foundation, walls, roof, and the finishing touches. Putting together a strong financial plan, like a home, will be built to last for years and through any type of weather.

Here are the quotes we’ll discuss in this episode:

• The foundation of any plan, like a home, has to be solid and it starts with an income plan.
• The investments we choose will serve as the walls of our financial house to provide structure.
• The tools we use to help someone protect their financial house.
• Putting the finishing touches on your house and buttoning up all the little items comes in the form of estate planning.

 

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/ 

Palante Wealth Advisors: https://palantewealth.com/