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Financial Planning Demystified: How to Build a Prick-Free Plan for Your Life

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

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