The deets
This week on No Pricks Allowed, Aaron Buchner dives into what a comprehensive financial plan truly entails, dispelling common misconceptions and emphasizing the importance of setting and achieving diverse life goals beyond just retirement.
Listen in to understand how a true financial plan integrates all aspects of your finances into a cohesive strategy that supports your entire journey.
Aaron discusses:
- The real definition of financial planning and why it's about life, not just investments or budgeting
- Common gaps in financial plans, such as overlooking tax implications and emergency funds
- The importance of setting and prioritizing financial goals beyond saving for retirement
- Understanding risk factors and why having a will is essential for everyone
- And more