EP 045 Alan Schoenberger, CFP, CPFA, CEPA and Founder-Endeavor Financial Planning LLC.

Alan Schoenberger, Founder of Endeavor Financial Planning LLC, considers himself to be an investigator or detective for comprehensive financial planning. Alan likes to dig, research and analyze, until he’s able to help clients reach their financial goals based on individual needs and desires. For nearly 30 years, Alan has helped start-ups and existing small business owners create and manage their budgets, analyze their financial data, and plan for the future. His expertise in financial strategy has been quoted in articles in US News and World Report, and Business Insider. Alan’s detective style questions give clients lots to think about regarding how they plan for retirement, and he gives them specific strategies they can use to develop and stick to their financial budgets. In our conversation, we discussed: ·        Determining the right investment mix based on goals and risk tolerance. ·        Figuring out the retirement lifestyle. ·        The importance of creating a plan and tax implications. ·        Stock market mistakes. ·        Proper day-to-day budgeting. ·        Financial communications with family members. Enjoy the show! Connect with Alan: Website: www.endeavorfp.com LinkedIn: https://www.linkedin.com/in/alanschoenberger/ Facebook: https://www.facebook.com/EndeavorFinancialPlanning Instagram: @endeavorfinancialplanning   Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices