Retirement Elevated Podcast with Sean Lee

Developing the Right Financial Plan Takes These Steps

August 15, 2019

Financial planning can take on many forms and your interests might not always be the sole priority. When you work with an advisor, there are steps that every plan needs to include and we’ll discuss those in this episode.

Check out the full show notes by clicking here. 

Today's rundown:

1:46 – What happened to financial planning?

3:05 – Are expectations being set for you?

4:09 – Why pure planning is a more comprehensive and personal plan.  

5:38 – Every financial plan should have five components.

6:05 – Too many advisors are skipping over the most important part of planning.

6:33 – We’re always trying to come up with the proper tax strategy.

7:26 – Healthcare as part of the plan.

8:25 – True planning is as simple as a one-page plan.

9:33 – What clients have been prioritizing in their financial plan.