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RL209 — Are You On Track? 8 Essential Financial Planning Categories
Manage episode 432986395 series 3197371
Innhold levert av Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roshan Loungani, Erik Olson & Adrian Nicholson, Roshan Loungani, Erik Olson, and Adrian Nicholson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, Roshan and Adrian discuss 8 categories individuals need to examine to determine if they are on track for their goals. Adrian breaks down the topic into eight categories: family information, investments, liabilities, property, income, expenses, insurance, and goals. They emphasize the importance of considering each category and how they interconnect. They also mention the need for financial planning and the potential for adjustments along the way Chapters 00:00 Introduction 03:07 The Eight Categories to Assess Your Financial Situation 08:23 Property and Where You're Living 11:52 Income and Cash Flow Management 14:22 Insurance and Risk Mitigation 16:34 Goals and Determining Your Financial Path
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