28 min listen
3 Financial Life Phases
ratings:
Length:
15 minutes
Released:
Jul 12, 2023
Format:
Podcast episode
Description
Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours could help you plan much better. On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom. Listen now. Show Highlights Include: Financial Planning Is Like The Changing Seasons. (2:10) The Build And Grow Phase. (8:25) The Transitional Phase. (9:45) The Distribution And Deployment Phase. (11:57) Always Plan For The Next Phase. (13:29) To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
Jul 12, 2023
Format:
Podcast episode
Titles in the series (100)
Looking Ahead in 2022 - OCM Playbook: If you watch the news, you think our economy is crumbling apart. We have record-breaking inflation, high unemployment, and bumps and bruises in the market. But is it all bad news? According to our analyses, there’s several reasons to... by Make Your Money Matter