Getting Started with Financial Planning

When it comes to financial and estate planning, knowing how to start seems to be the toughest part. While we already have plenty of content on starting estate planning, building up that estate is it’s own subject. Thankfully, I had the opportunity to speak to John Heck of Protection Point Advisors to review getting started in financial and retirement planning at various ages and under different circumstances. One thing from the discussion was clear: there is no one-size or one plan fits all.

For the YouTube version, check it out here.

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#finances #retirement #investing #estateplanning