032 | The One-Page Financial Plan: What Actually Belongs On It
Most financial plans end up as a 60-page leather-bound binder collecting dust on a shelf. In this episode, Scott and Chris make the case that everything you actually need can fit on a single page — and walk through exactly what belongs on it. Inspired by Carl Richards' The One-Page Financial Plan, they cover why money matters to you, how to think about goals (or "guesses"), where you stand today, and the investment mandate that keeps you disciplined when the next "hot opportunity" lands in your inbox. If you've ever wondered what a financial plan should actually do for you, start here.
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The skinny
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