Building Your Financial Dream House with Greg Powell (SB RWD 112)

Published: Sept. 2, 2020, 7 a.m.

b"What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That\\u2019s a much easier sell, and he\\u2019s going to help you sell yourself on that concept in today\\u2019s episode. We\\u2019ll talk about where investments fit into the overall structure (not as far up the priority list as you\\u2019d think), how to work through building your \\u201cplans,\\u201d and then how to build a team that effectively helps you finally create the \\u201cstructure\\u201d of the house.\\nHappy Hump Day! We're keeping our rewind week going strong with today's show featuring our time with Greg Powell. We thought his unique approach to financial planning was interesting then, and we think it's interesting now. Also from our original show notes:\\nOn the Haven Life line, Garrett asks about company stock inside of his 401k. Should he dump it? If you have company stock inside of YOUR 401k, this\\u2019ll be helpful for you\\u2026and if you own LOTS of one company\\u2019s stock, you\\u2019ll also like this segment. We also answer a letter from Andrew, who wonders about his target date fund. As you know (if you\\u2019ve listened to us before), we\\u2019ve been pretty critical of target date funds. What is his next best move? Do YOU have a target date fund? Maybe today\\u2019s letter segment will help you, too!\\nOf course we have Doug\\u2019s trivia, some bad jokes, and lots more\\u2026.\\nLearn more about your ad choices. Visit podcastchoices.com/adchoices"