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The Five Minute Financial Plan Podcast

Jan 10, 2019

Do you have big plans for 2019?

It seems like this time of year there are about a million of these articles that flood the internet:

“Make next year your best yet!”

“How to set resolutions you can actually achieve!”

“Tackle all of your 2019 goals and crush the New Year!”

Unfortunately, a lot of these...

Dec 26, 2018

I wanted to take time this holiday season to thank you for listening to The Five Minute Financial Plan - have a very Merry Christmas!

Dec 19, 2018

Estate planning as an executive isn’t easy. It requires a lot of conversations between family members, and financial professionals. Even if your intentions are good, and you just want to ensure that your spouse, kids, and grandkids get the most out of your hard-earned wealth, it’s possible to slip up and have a...

Dec 12, 2018

For most people who have important financial goals and life ambitions, financial planning is essential. Without planning, there is no way to know what it will take to achieve these goals, which means they are not likely to be achieved. A financial plan provides the framework for all important money decisions so your...

Dec 5, 2018

How much money do you need to retire? 

It is the single most important question on most people’s minds; yet, because there are so many variables, it is one of the most difficult to answer.

Considering that saving for retirement is still a relatively new concept, even us financial planners are still trying to figure...