Season 4, Episode 10: 6 Areas of Exploration in Financial Planning
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Season 4, Episode 10: 6 Areas of Exploration in Financial Planning
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Many give up on financial planning before they start, and it’s no wonder! There are so many things to know! Olivia validates and empathizes with the listener but helps focus your attention on 6 areas to explore to create some sense of direction and movement: spend-planning, tax-planning, debt management, saving/investing, retirement planning, and estate planning.
FINANCIAL WELL-BEING: Civilian, Military
STARTER SPEND PLAN
Net Worth Spreadsheet
IRS TAX WITHHOLDING ESTIMATOR
FSA HEALTH CARE AND DEPENDENT CARE
IRS TAX WITHHOLDING ESTIMATOR
CHECK YOUR CREDIT REPORTS ANNUALLY
POWERPAY
TSP WEBINARS
COMPOUND INTEREST (& OTHER CALCULATORS)
RISK TOLERANCE QUIZ
FINRA BROKER CHECK & BARRED BROKERS
FINRA INVESTMENT COURSES
FINDING A FIDUCIARY CERTIFIED FINANCIAL PLANNER
GRB CIV PLATFORM
FERS & CSRS PRE-RETIREMENT WEBINARS
SOCIAL SECURITY