Episode notes
Even if you don't purposefully establish a financial plan, you already have a plan. Learn how ignoring a few key financial planning topics can lead to scary consequences. Take the time to make sure you don't make these mistakes. Happy Halloween, and be careful out there!
Hosted by Paul Morton, CFP®, ChFC®
Keywords
financial planning
tax
legacy
financial statement
retirement
financial advisor
financial goals
insurance
investing
trust