About this episode
In this episode we discuss how we do financial planning for ourselves and the clients we serve.
We discuss:
- Safe, Sacred, Speculative Investing
- 3 Rocks Rule for ANY plan not just investing
- Planning One Pager: Multiple Columns of Mailbox Money
- Progress Reviews not Predictions
It’s alive it has to be fed and groomed, this isn't something you set up once and ignore for the rest of your life.
Deeply informed simplicity is the Holy Grail!
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www.freedomdaysolutions.com
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