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The Final “B-Word”
Manage episode 276226378 series 2797954
Today we wrap up our framework on spending plans! We wanted to give Sean a good opportunity to talk about the practical approach of building a spending plan a different way to add "tools for your toolbox". This is a step by step process that Chris follows as a guinea pig on how an Investment Advisor would actually build a baseline spending plan from the ground up to see how your foundation looks to get started. So grab your headphones, some pen and paper, and let's tackle this together!
43 episodes
Manage episode 276226378 series 2797954
Today we wrap up our framework on spending plans! We wanted to give Sean a good opportunity to talk about the practical approach of building a spending plan a different way to add "tools for your toolbox". This is a step by step process that Chris follows as a guinea pig on how an Investment Advisor would actually build a baseline spending plan from the ground up to see how your foundation looks to get started. So grab your headphones, some pen and paper, and let's tackle this together!
43 episodes
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