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Season 4, Episode 10: 6 Areas of Exploration in Financial Planning
Season 4 · Episode 10

Season 4, Episode 10: 6 Areas of Exploration in Financial Planning

P$yFi | Psychological Finance · The Redstone Rocket

June 20, 202534m 37s

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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

STARTER SPEND PLAN

Net Worth Spreadsheet

IRS TAX WITHHOLDING ESTIMATOR

FSA HEALTH CARE AND DEPENDENT CARE

IRS TAX WITHHOLDING ESTIMATOR

CHECK YOUR CREDIT REPORTS ANNUALLY

POWERPAY

TSP WEBINARS

COMPOUND INTEREST (& OTHER CALCULATORS)

RISK TOLERANCE QUIZ

FINRA BROKER CHECK & BARRED BROKERS

FINRA INVESTMENT COURSES

FINDING A FIDUCIARY CERTIFIED FINANCIAL PLANNER

GRB CIV PLATFORM

FERS & CSRS PRE-RETIREMENT WEBINARS

SOCIAL SECURITY