Many people begin their investment journey, without a plan. A financial planning specialist joins tom gardner to discuss one of the most important and under appreciated parts of our investing journeys. They talk about the key steps you can take and how to get started.
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.
In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps that new parents should take - How often you need to revisit a financial plan - The times you may want professional financial planning advice, and the parts you can do yourself.
If you're looking to start a financial plan, we can help. Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you.
Host: Tom Gardner Guest: Amanda Kish Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd
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