Financial Planning: What is it and when should I start?
Marvin Knows Finances por Marvin Thomson
Notas del episodio
Join Marvin Thomson, CFP® and his special guests as he discusses "Financial Planning - What is it and when should I start?"
Marvin discusses the typical topics that are discussed in a financial plan, as well as the optimal timing, and what to avoid when beginning the process.
Palabras clave
financial plannerfinancesinvestmentscertified financial plannertax considerationsestate planninginsurance planning