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Other People's Pockets
Listen As I Get Financially Planned
Nov 15, 2023
Isabel Barrow and Jean Chatzky discuss the significance of financial planning and the role of professional advice. They explore the services of Edelman Financial Engines, finding a holistic financial planner, and setting personal financial goals. They also touch on mortgages, retirement planning, maximizing returns with target date funds, and financial advice for your 20s.
33:55
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Quick takeaways
- Financial planning involves a comprehensive approach that covers retirement planning, investment strategies, insurance, college planning, and debt management.
- When looking for a financial planner, it is crucial to find someone who can handle all the various aspects of financial planning and provide ongoing guidance to adapt to changing financial circumstances.
Deep dives
Financial Planning as a Process
Financial planning is a process that involves understanding one's financial goals, savings, investments, and navigating various aspects of personal finance. It requires a comprehensive approach that includes retirement planning, investment strategies, insurance, college planning, and debt management. Financial planning is not limited to a particular product, but rather a holistic process that helps individuals reach their financial goals over a long period of time.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode