How To Build a Financial Plan To GROW Your Wealth

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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Investing

Business

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How To Build a Financial Plan To GROW Your Wealth | Episode #6

Assets and Taxes

25 minutes 45 seconds

10 months ago

How To Build a Financial Plan To GROW Your Wealth | Episode #6

In this episode of Assets and Taxes, CFP's Peter Doherty, and Kaelan Fitzpatrick go through each step that one must go through in order to build a financial plan. They dive into the three different pillars, Liquidity, Protection, and Growth. What are some different ways to eliminate taxes? How do you allocate your assets? What's the right amount for emergency savings? They answer all that and more in this episode. (0:00) Intro (1:03) Podcast Start (1:48) What's Important About Liquidity? (3:10) What's Right Amount of Money To Have In A Savings Account? (4:55) Where Should You Put Your Savings? (6:22) What Type of Volatility Should You Expect In A Savings Account? (8:38) What's Important About Protection? (10:59) How You Can Be Protected From Taxes (13:15) How Important Is Insurance (17:21) How Is Income Part Of Your Financial Plan (19:19) What's Important About Growth? (21:03) How To Determine Your Financial Goals (24:30) Wrap-Up

---- Need Help Constructing Your Financial Plan or Have Questions? 📞 Book a FREE 15 Minute Discovery Call with us: https://outlook.office365.com/book/Ke... ---- Want more FREE resources? 📚 Download some of our FREE Financial Guides!: https://assetstrategy.com/financial-g... ---- Found this video helpful? Be sure to hit the like button on this video and share it with someone who may find this helpful. Subscribe to our channel so we can keep helping you grow and create wealth. ---- Want to know where else you can find us? Click on this link → https://linktr.ee/assetstrategy