How to Start a Financial Plan, with Tom Gardner and Amanda Kish
Motley Fool Money
00:00
The Essential Guide to Financial Planning
This chapter emphasizes the significance of creating a comprehensive financial plan before investing, as many individuals lack this crucial step. It discusses the foundational elements of effective financial planning, including self-awareness, defining personal goals, and the challenges faced by couples in managing finances. Practical recommendations for enhancing financial planning, even without professional help, are provided, along with strategies for aligning investment goals among partners.
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