Latest / InvestBetter.™ Podcast
What is a Financial Plan, and what should it actually do?
You have a 401(k). You have some insurance. Maybe a few funds someone sold you years ago. So you have a financial plan, right? Not quite. Sten Morgan, CFP®, and Wendell Moon dig into why most "financial plans" are really a collection of products bought over time.
Sten walks through the six categories a real plan covers: cash flow, tax strategy, investment planning, retirement, estate planning and risk management. If you own a business, there is a seventh: business strength. You will also hear why advice can lean toward whatever product an advisor is paid to sell, and how to tell strategy from…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.