Welcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow.
Each of these 30-minute weekly podcasts will be posted on Tuesdays. All the episodes will have two separate segments:
- PLAN WELL - This segment will include basic financial planning concepts to help you make smart financial decisions that are aligned with the things you care about most and the flexibility to adjust as your life unfolds. And
- INVEST WISELY - This segment will show you how to grow your assets and work towards your objectives. Our INVEST WISELY process gives you the framework to make smart investment decisions that are aligned with your long-term objectives.
Episode #1's PLAN WELL segment covers creating an ICE Plan (in case of emergency plan). Here is a free worksheet to help you do that. You'll also learn more about secure password managers like 1Password.
Episode #1's INVEST WISELY segment covers four reasons why you should ignore extreme market predictions.
RESOURCES MENTIONED IN THIS EPISODE
What is Retirement Answer Man?
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com