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The Planly Speaking Podcast
17 minutes | Dec 9, 2017
PSP-003: Insurance Planning Overview
In this episode we will be delving further into Insurance Planning. We’ll cover the origins of our modern insurance market as well as some examples of how insurance is currently used for financial planning purposes.
21 minutes | Aug 23, 2017
PSP 002: Financial Planning Overview
This is the second installment of The Planly Speaking Podcast. The show that was created to de-mystify personal finance and be a resource for financial education. We hope you enjoy it. In today’s show I give a general overview of Financial Planning. I cover topics such as goal setting, financial foundations, investment planning, tax planning, retirement planning, estate planning, and more. The objective of this show is only to skim the surface of these topics. For a summary of the information I have created a mindmap that acts as a visual aid in these general concepts. You can download a copy by clicking here. To schedule an initial phone consultation click here.
4 minutes | Aug 8, 2017
PSP 001: Introduction to The Planly Speaking Podcast
This is the first installment of The Planly Speaking Podcast. The show that was created to de-mystify personal finance and be a resource for financial education. We hope you enjoy it. In this particular show you will hear about our background and our “why”. You’ll hear about the three-fold mission of The Planly Speaking Podcast: to educate, inspire, and add value.
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