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Fundamentals of Creating a Comprehensive Financial Plan
Manage episode 407464223 series 3560644
John Largent, Darrin McComas, and Shon Peil에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 John Largent, Darrin McComas, and Shon Peil 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
On this episode, Darrin and Shon highlight the topics and questions you should as when you are starting to create the fundamentals of a comprehensive retirement plan. Below are the topics/questions with the timestamp to know when each topic is being discussed: 2:00 - What does a comprehensive retirement plan look like? 4:46 - How do you know when to start social security? 9:22 - People fear running out of money more than death 13:40 - Charitable giving and legacy planning 16:00 - The importance of updating your estate plan 20:39 - What does risk tolerance look like? 23:40 - Riding the volitity of the market For more information on setting up your retirement plan or if you have a question for Darrin or Shon, go to www.abrahamco.com
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