What Exactly is a “Financial Plan?”
People throw around the phrase “financial plan” rather loosely. Today, we’ll discuss how we define what a financial plan is and why everyone should have one.
People throw around the phrase “financial plan” rather loosely. Today, we’ll discuss how we define what a financial plan is and why everyone should have one.
Welcome! In this first episode you’ll meet Bill Keen of Keen Wealth Advisors and discover why we’re doing this retirement podcast and what topics you can expect to learn about in the months ahead.