#4 - What are Your Financial Planning Principles?
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Are you on the path to crafting a robust financial roadmap for your retirement but feeling unsure about where to concentrate your efforts?
In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.
Key Highlights:
- Some of the challenges of discovering a dependable financial advisor
- The significance of engaging a planner-focused professional, rather than someone solely driven by product sales
- The adaptive nature of financial planning
- The art of preparedness for unforeseen events and effectively managing risk
- And much more!
Episode Resources
➡ What are Your Financial Planning Principles?
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.