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The Final “B-Word”

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Manage episode 276226378 series 2797954
Content provided by Chris Holling & Sean Cooper, Chris Holling, and Sean Cooper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Holling & Sean Cooper, Chris Holling, and Sean Cooper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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!

  continue reading

43 episodes

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Manage episode 276226378 series 2797954
Content provided by Chris Holling & Sean Cooper, Chris Holling, and Sean Cooper. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Holling & Sean Cooper, Chris Holling, and Sean Cooper or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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!

  continue reading

43 episodes

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