Simplifying the Complexities in Financial Planning
Simplifying the Complexities in Financial Planning

Simplifying the Complexities in Financial Planning

iam_ikeonyema

20 min
Business & Finance
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Description

<p>Many people are hesitant to dive into their finances or make any big decisions because there’s often so much information to sift through. When it comes to planning for retirement, we all need help sorting through our options and simplifying our financial plan. That’s exactly what Joel will help you do on this episode.</p> <p> </p> <p><em>As part of our summer podcast series, we're going back to the most popular topics of the past year and revisiting them once again. </em></p> <p> </p> <p><strong>Read more and get additional financial resources here:</strong> <a href= "https://johnsonbrunetti.com/podcast-episode-189-simplifying-the-financial-planning-complexities/"> https://johnsonbrunetti.com/podcast-episode-189-simplifying-the-financial-planning-complexities/</a> </p> <p> </p> <p><strong>What we discuss on this episode: </strong></p> <p><strong>0:42</strong> – Fun Fact of the Week</p> <p><strong>3:10</strong> – Beauty of Simplicity and How to Make Financial Structure Less Complicated</p> <p><strong>6:49</strong> – 3 Areas That Overwhelm People</p> <p><strong>9:27</strong> – Strategies Joel Uses to Bring Simplicity to Clients</p> <p><strong>11:42</strong> – Explaining How the Money Map Process Assists in This</p> <p><strong>14:45</strong> – Mailbag Question on mutual fund returns</p> <p><strong>16:20</strong> – Mailbag Question on getting spouse involved in finances</p>

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timothyLeaf

timothyLeaf

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