For some people, the idea of putting together a financial plan doesn’t sound like much fun, while the idea of building a home sounds like a lot of fun. In this episode we’ll find the similarities in building a strong financial plan and a dream home.

Much like homes have necessary structural components to stay standing strong- like a foundation, walls, a roof- your financial home should be built to provide you with safety and security throughout your retirement journey. These structural pieces are key to feeling confident in your financial plan for retirement.

Join Dale in this week’s episode as we explore the financial equivalent to building the home of your dreams.

Here’s some of what you’ll learn on this episode:

  • The financial ‘foundation’ needed to cover your basic lifestyle expenses once you retire. [2:31]
  • How investment ‘walls’ are essential to growing your future assets. [4:11]
  • The insurance ‘roof’ needed to protect you from unexpected financial surprises. [5:35]
  • Turning you attention to your legacy after you feel confident in your financial structure. [7:32]

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to answer them.


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