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5 Pillars of Financial Planning

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Manage episode 394712414 series 2367654
内容由Charles Scott提供。所有播客内容(包括剧集、图形和播客描述)均由 Charles Scott 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes:

0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

  continue reading

109集单集

Artwork
icon分享
 
Manage episode 394712414 series 2367654
内容由Charles Scott提供。所有播客内容(包括剧集、图形和播客描述)均由 Charles Scott 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In today's episode, we're taking it back to the basics to start 2024 on the right foot. Listen in as we cover the 5 crucial parts of financial planning. From understanding income and expenses to risk management, we'll cover the pillars that make up a comprehensive plan.

Show Notes:

0:48 - Main Topic: 5 Part To Financial Planning
2:00 - Income
4:41 - Tax Planning
8:22 - Estate Planning
11:10 - Investment Planning
14:44 - Risk Management
18:12 - Mailbag: Carl Asks About Selling Land

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

  continue reading

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