Show notes
Building a financial plan is a lot like constructing a house. From the foundation to the roof, all of the elements of a house work together to provide you security and longevity. That’s the same way your retirement plan works so let’s explore the idea and identify the different financial pieces. 0:42 – Are you good with your hands and enjoy building things? 3:22 – Here’s what we’re talking about today in terms of building a house. 4:23 – The foundation of your financial house 6:37 – Income sources aren’t an income plan. 7:26 – What would the walls be in your financial house? 8:50 – What should you have to strengthen that wall? 11:43 – Let’s talk about the roof now. What’s covering your head? 16:46 – Estate plan and tax plan are important