What Is A Wealth Plan? | Craft Your Financial Success

What is a wealth plan? Do you need one? Have you thought about things like disability insurance, long term care, healthcare costs in retirement? Considering all of these are part of a comprehensive wealth plan and building one will allow you to craft a financially secure future for you and your family.

⏱ Time Stamps:
00:00 Intro
01:13 What Is A Wealth Plan?
02:24 Step 1 - Assess Your Finances
03:44 Step 2 - Define Financial Goals
05:25 Step 3 - Grow And Protect
07:00 Step 4 - Stress Test
07:58 Step 5 - Exit Strategies

#thewealthworkshop #personalfinance

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Learn More About Money:

Books:
► I Will Teach You To Be Rich (Just Getting Started) - https://amzn.to/3ogBwYB
► The Psychology Of Money - (Relationship To Money) https://amzn.to/3q30SJN
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DISCLAIMER: None of this is meant to be construed as investment advice. We are not financial advisers. These videos are for educational purposes only. No official financial advice is being given. Please always check with a professional before making any investments or financial decisions. Your investments are your sole responsibility, these videos merely share our own opinions with no guarantee of gains or losses.

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Тэги:

#financial_planning #life_insurance #investing #financial_planning_for_beginners #financial_goals #financial_freedom #how_to_save_money #money_strategies

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