The Financial Planning Process - Part 2

Do you know what are the basics that most people have in their financial plan in some form? While there can be a lot of moving parts, it doesn’t have to be complicated.  Listen as Russell covers the general elements of a financial plan and what goes into each part.

Topics Discussed:

  • The importance of cash reserves

  • What are investment assets

  • The role of insurance

  • Should you have an estate plan

  • What you need to know about tax planning

You can watch this video and others on the Voice Wealth Management YouTube channel.