Constructing Your Financial House

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds much more enjoyable. So let’s find the similarities in building a strong financial plan and a dream home. In this episode, Victor will help us construct our financial house step-by-step and explain which pieces of planning play the part of the foundation, walls, roof, and the finishing touches. Putting together a strong financial plan, like a home, will be built to last for years and through any type of weather. Here are the quotes we’ll discuss in this episode: The foundation of any plan, like a home, has to be solid and it starts with an income plan. The investments we choose will serve as the walls of our financial house to provide structure. The tools we use to help someone protect their financial house. Putting the finishing touches on your house and buttoning up all the little items comes in the form of estate planning.   About Retirease Radio: Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances. Connect: Medina Law Group: https://www.jerseyestateplanning.com/  Palante Wealth Advisors: https://palantewealth.com/