))
Fundamentals of Creating a Comprehensive Financial Plan
Manage episode 407464223 series 3560644
Contenuto fornito da John Largent, Darrin McComas, and Shon Peil. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da John Largent, Darrin McComas, and Shon Peil o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when to start social security? 9:22 - People fear running out of money more than death 13:40 - Charitable giving and legacy planning 16:00 - The importance of updating your estate plan 20:39 - What does risk tolerance look like? 23:40 - Riding the volitity of the market For more information on setting up your retirement plan or if you have a question for Darrin or Shon, go to www.abrahamco.com
…
continue reading
16 episodi
Condividi
