- Posted on: February 2, 2023
- Episode Duration: 35:18
- Financial Planning, Investing
The Process Of Investing
When dealing with any in-depth project, having a proven process often allows you to “jump the line” or greatly shorten the time to accomplish project goals. When factoring in all of the decisions that must be made over time with investments, taxes, benefits such as Social Security, healthcare, asset protection, and charitable giving, you can quickly see why a systematic process is one of the most important things when building a successful financial plan. With money and finances, there can be additional complications as certain planning items need to be completed within timeframes or the existing opportunity may be lost, or efficacy diminished.

Play Video