Ep. 8 - What are the 5 Questions of Financial Planning?

แชร์
ฝัง
  • เผยแพร่เมื่อ 14 ธ.ค. 2024
  • Join Certified Financial Planners Guilian DiLeonardo, CFP® and Jacky Petit-Homme, CFP® in this informative episode of "Inevitable Wealth."
    Delve into the fundamental pillars of financial planning as they explore the five critical questions every individual should address:
    • What if I live?
    • What if I die?
    • What if I get sick?
    • What if I get sued?
    • Who gets my money, and how?
    In this insightful podcast, Guilian and Jacky provide expert insights, actionable advice, and practical strategies to help listeners navigate the complexities of financial planning and secure their wealth for the future. Whether you're a seasoned investor or just starting your financial journey, "Inevitable Wealth" offers valuable guidance to ensure your financial well-being.

ความคิดเห็น •