A Simple Checklist Saves Lives...and Improves Financial Planning Outcomes
Financial planning can be complex and overwhelming and that’s why we look for ways to keep the process organized and on track.
Financial planning can be complex and overwhelming and that’s why we look for ways to keep the process organized and on track.
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.