Financial Planning Demystified: How to Build a Prick-Free Plan for Your Life (Ep. 3)
Ever wondered how to make financial planning less confusing and more about living your best life?
This week on No Pricks Allowed, Aaron Buchner dives into what a comprehensive financial plan truly entails, dispelling common misconceptions and emphasizing the importance of setting and achieving diverse life goals beyond just retirement.
Listen in to understand how a true financial plan integrates all aspects of your finances into a cohesive strategy that supports your entire journey.
Aaron discusses:
- The real definition of financial planning and why it’s about life, not just investments or budgeting
- Common gaps in financial plans, such as overlooking tax implications and emergency funds
- The importance of setting and prioritizing financial goals beyond saving for retirement
- Understanding risk factors and why having a will is essential for everyone
- And more
Connect with Aaron Buchner:
- Website: Prick-Free
- aaron@prickfree.com
- 613-876-9899
- LinkedIn: Aaron Buchner
- Facebook: Aaron – Cactus
- Instagram: @aaron.b.cactus
- Threads: aaron.b.cactus
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