

Listen as I get financially planned
Dec 18, 2023
Explore the tailored approach of financial planning for individual goals with insights from experts. Learn about the significance of fiduciary responsibility and comprehensive planning services. Delve into retirement savings strategies, investment considerations, and the importance of financial guidance. Discover essential steps for financial readiness in your 20s and utilizing 401k plans.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Insight into Financial and Wealth Planning with Edelman Financial Engines
02:17 • 2min
Exploring Holistic Financial Planning and Long-Term Perspectives
04:40 • 6min
Navigating Retirement Savings and Financial Uncertainties
10:22 • 20min
Importance of Financial Advice in Your 20s and Utilizing 401k Plans
30:51 • 3min