Financial Planning and Addressing Financial Concerns

For many, financial planning often begins too late. It’s crucial to assess your current financial state: whether you’re in crisis mode, just getting by, or feeling secure. Each stage requires different strategies, for example, if you're overwhelmed with debt, a retirement plan won’t help until those issues are resolved. Understanding and preparing for unforeseen expenses, such as healthcare costs, is also essential.
Watch the full podcast at the link below:
• Innersight Episode 12:...
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