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Episode Info: Click below to listen to Episode 84 – The Life Stages of Financial Planning Part 2 The Life Stages of Financial Planning Part 2 Tune in to the Part 2 of The Life Stages of Financial Planning. More episodes >> In Part 1 of The Life Stages of Financial Planning, Bob and Bailey speak about the 4 financial life stages: Beginner; Intermediate; Graduate; and Handoff to the Next Generation. In Part 2, they discuss how the different elements of financial planning fit into each life stage. Financial planning should be living, breathing, and changing as you do throughout all the stages of your life. Bob educates you in this podcast about many of the various pieces of the financial planning puzzle and how they should all fit together for a successful outcome. Some of the topics of the 20 pieces of Financial Planning that we discuss include: The CIS Wealth Management Online Financial Planning Portal Retirement Planning Social Security planning Life Insurance planning Educational Funding Estate planning Major Purchases Cash flow and budgeting HOSTED BY: Bob Barber, CWS®, CKA®CO-HOST: Bailey Theaker Mentioned In This Episode CIS Wealth Management Group WebsiteFacebookTumblrLinkedin Bob Barber, CWS®, CKA® WebsiteLinkedin Bailey Theaker Website The Life Stages of Financial Planning Part 1 Website Want to ask a question about your specific situation? Schedule a complimentary 15 minute phone call. SCHEDULE AN APPOINTMENT Did you enjoy this episode? Sign up for email updates and never miss an episode. Email NameThis field is for validation purposes and should be left unchanged. EPISODE TRANSCRIPT [INTRODUCTION] Welcome to “Christian Financial Perspectives”, where you’re invited to gain insight, wisdom and knowledge about how Christians integrate their faith, life and finances with a Biblical Worldview. Here’s your host Christian Investment Advisor, Financial Planner, and Coach, Bob Barber. Bailey: Well, welcome to our podcast today, where we will be talking about part two of the life stages of financial planning. I’m Bailey Theaker. I am Bob Barber’s assistant and professional question asker. Bob: That’s what we kind of put you at, ain’t it, Bailey? Bailey: Our last podcast, we went over the four major stages of financial planning. Bob, you want to give us a quick recap of some of those things? Bob: I sure do, Bailey. One of the things too is we started off the last podcast and if you haven’t had a chance to listen to it, we really get in deeply into the life phases or stages of financ...
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