Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
March 1, 2019 Episode #19

Knowing Your Score

What does it mean to know your score and how can you use it plan for 2019?

In today’s episode, Russell Jacobs explains why being aware of where you are financially will help you plan for the new year. He also dishes on some exciting news coming up for the Planning for Life podcast.

Here’s what you’ll learn in this episode:

-What personal financial information you need in order to plan out your year properly
-How the help of a financial advisor can be beneficial in your planning process
-What to pay attention to when filing your taxes
-The role proactivity plays when planning out your year with a financial advisor
-The relevance of knowing the difference between wants and needs in your 2019 plan

Tune in as Russell provides guidance on how you can plan for the best 2019!


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