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.