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How Resilient Are Your Finances?
Manage episode 372092999 series 3496133
A tartalmat a Matt McCoy CFP®, CRPC®, AWMA® and Matt McCoy CFP® biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Matt McCoy CFP®, CRPC®, AWMA® and Matt McCoy CFP® vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
How quickly could you tell me the impact of these purchases on your finances:
· A $10m mansion at the beach?
· A cup of Starbucks coffee?
· A home improvement or new car?
People tend to freeze on that third question because we don’t know how resilient our finances are.
We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.
At Principles of Financial Planning, we use what’s called a Slack Evaluation to help our clients understand how resilient their finances are. CLICK HERE to find out more about that service.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
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For more information about Principles of Financial Planning, including disclosures, CLICK HERE.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
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