Old Fashioned Finance
Old Fashioned Finance
Blue Jay Financial Group
The Yellow Pad Financial Plan
31 minutes Posted Feb 22, 2023 at 6:00 am.
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Show notes

The Drink: Hellfire

The Topic: Simplifying Financial Planning
On this week’s episode, Caleb and Jason talk about simplifying your financial plan to a page on a yellow pad or the back of a napkin. Drawing on inspiration from “The One Page Financial Plan” by Carl Richards, they’ll talk about clearly defining goals by focusing on the “Why” rather than the “How”.