Peace of Mind and Investing

























Episode 41 – Things to Consider When Building Your Financial Plan, Part 5 of 9. In the first four episodes of this nine-part series, we introduced the cash flow statement, the balance sheet, establishing goals, debt, and protection through insurance. We are going to continue with a discussion of documents that you should also have prepared, then we’ll have a conversation about beginning an investment program.

More SML Planning Minute Podcast Episodes









Listen to Episode 37 - Things to Consider When Building Your Financial Plan, Part 1 - Develop an Overall Spending Plan

Listen to Episode 38 - Things to Consider When Building Your Financial Plan, Part 2 - Spending Goals

Listen to Episode 39 - Things to Consider When Building Your Financial Plan, Part 3 - Debt

Listen to Episode 40 - Things to Consider When Building Your Financial Plan, Part 4 - Protection

Listen to Episode 41 - Things to Consider When Building Your Financial Plan, Part 5 – Peace of Mind and Investing











SubscribeApple PodcastsGoogle PodcastsAndroidby EmailRSSMore Subscribe Options