Five Tools You Need to Create a Winning Financial Plan

Student Loan Planner

I’m offering a sneak peek into “Dreams Not Debt,” our brand-new ultimate guide to creating your very own financial plan. Listen is as I break down the five key crucial elements to keep in mind when putting together your plan (cashflow, taxes, insurance and asset protection, life milestone planning and goals-based investing)⁠ — and share actionable tips on how to optimize each one to help you achieve your unique goals!

If you’ve always wanted to get financial plan but felt like the price was out of reach, or you feel like financial planning doesn’t take into account your student loans, this is the course for you — and our podcast listeners can get it for 70% off through Thursday. Check it out at studentloanplanner.com/plan

In today’s episode, you'll find out:

• How to calculate your true net worth as a student loan borrower
• When it might be a good idea to hire an accountant to do your taxes for you
• The 5 key elements you need: Cashflow, taxes, insurance and asset protection, life milestone planning and goals-based investing
• About the different types of insurance to consider as part of your financial plan
• How to navigate the complexities of protecting your assets
• How to categorize your goals and focus on the right investments to achieve them

Links mentioned: Dreams, Not Debt — Build a Financial Plan for Your Best Life

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