
Episode notes
When the market goes down, what financial planning tasks help with the bigger picture? Knowing your budget, cash needs, and making sure you have the right amount of insurance are all critical components of a financial plan that's experiencing a reduction in asset valuation.
Additional Resources:
https://www.m-advisor.com/blog/financial-planning-for-savers-in-a-down-market-image
Keywords
financial planning
legacy
lifestyle
physicians
doctors
retirement
financial advisor
financial goals
investments
investing
