Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
January 28, 2019 Episode #14

8 Topics a CERTIFIED FINANCIAL PLANNER™ Practitioner Knows Inside Out

Do you know the real concepts you should be considering when it comes to your wealth management?

Russell Jacobs highlights the important concepts to consider when working with a CERTIFIED FINANCIAL PLANNER™ practitioner (i.e. CFP®). He covers the eight basic principles of financial planning and shares Jacobs Coolidge and Company’s insights for successful wealth management.

Russell explains each area and why they’re important to planning, including:

– Why you should plan for happiness, not expectations
– Being prepared for unforeseen expenses
– The importance of knowing the difference between wants, needs and 
dreams–and why Americans struggle with this in planning for their 
retirement
– How preparing for inflation through portfolio diversification helps to 
grow your wealth at an exponential level
– And more!

Share on facebook
Share on twitter
Share on linkedin
Share on email
Broker Check Logo