Ep 76: Building Your Financial House

Published: May 4, 2023, 9 a.m.

For some people, the idea of putting together a financial plan doesn\u2019t sound like much fun. But the idea of building a home sounds like a lot of fun. Much like a home needs a strong foundation, walls, and roof to withstand the elements, a comprehensive financial plan requires various components to weather any financial storms. Today we\u2019ll share some similarities in building a strong financial plan and a dream home.

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Here are the structural pieces of your financial home that we'll discuss:

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  • Foundation = Your income plan (1:59)
  • Walls = Investment Plan (4:44)
  • Roof = Insurance protections\xa0(6:47)\xa0

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