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RL209 — Are You On Track? 8 Essential Financial Planning Categories
Manage episode 432986395 series 3197371
Innehåll tillhandahållet av Roshan Loungani and Adrian and Roshan Loungani. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Roshan Loungani and Adrian and Roshan Loungani eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode, Roshan and Adrian discuss 8 categories individuals need to examine to determine if they are on track for their goals. Adrian breaks down the topic into eight categories: family information, investments, liabilities, property, income, expenses, insurance, and goals. They emphasize the importance of considering each category and how they interconnect. They also mention the need for financial planning and the potential for adjustments along the way Chapters 00:00 Introduction 03:07 The Eight Categories to Assess Your Financial Situation 08:23 Property and Where You're Living 11:52 Income and Cash Flow Management 14:22 Insurance and Risk Mitigation 16:34 Goals and Determining Your Financial Path
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