
Season 4, Episode 10: 6 Areas of Exploration in Financial Planning
P$yFi | Psychological Finance · The Redstone Rocket
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Many give up on financial planning before they start, and it’s no wonder! There are so many things to know! Olivia validates and empathizes with the listener but helps focus your attention on 6 areas to explore to create some sense of direction and movement: spend-planning, tax-planning, debt management, saving/investing, retirement planning, and estate planning.
FINANCIAL WELL-BEING: Civilian, Military
FSA HEALTH CARE AND DEPENDENT CARE
CHECK YOUR CREDIT REPORTS ANNUALLY
COMPOUND INTEREST (& OTHER CALCULATORS)
FINRA BROKER CHECK & BARRED BROKERS
FINDING A FIDUCIARY CERTIFIED FINANCIAL PLANNER