Ep 101: Red Flags in Your Financial Plan

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By Phil Putney. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/

Watch the video podcast: https://youtu.be/-8SUd_vExGo

What we discuss on this episode:

0:27 - Marc has a new studio set-up!

1:05 - How is Phil?

1:32 - What red flags should you look for?

2:05 - Can you name all the investments in your portfolio?

3:51 - How often should you talk with your advisor?

7:48 - Are your accounts going up and down?

9:40 - How much do you need to maintain your lifestyle?

12:14 - Could you describe your financial plan?

113 episodes