The Game Plan
Today, we are going to be discussing how having a strategy is necessary when creating a financial plan and sticking to it. Some strategies you take to create a puzzle are similar to making a retirement plan. Know your goals. What is the big picture? Your framework is your income plan compared with your expenses. How much money will you need for retirement? Once you are in retirement what will you do with your time?
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:08] – Getting ready for Thanksgiving
[3:13] – Understanding the big picture
[5:09] – Starting with your framework
[6:47] – Sorting your accounts
[9:19] – What is the endgame?