The Simply Retirement Podcast

The Simply Retirement Podcast


What are Your Financial Planning Principles? (Ep. 4)

August 09, 2023

Are you on the path to crafting a robust financial roadmap for your retirement, but feeling unsure about where to concentrate your efforts?


In this episode, Eric Blake discusses the importance of financial planning principles with a focus on the need for a financial plan to define success and pursue goals, especially for women in transition or ready to take control of their financial future.


Eric discusses: 


  • Some of the challenges of discovering a dependable financial advisor 
  • The significance of engaging a planner-focused professional, rather than someone solely driven by product sales 
  • The adaptive nature of financial planning 
  • The art of preparedness for unforeseen events and effectively managing risk
  • And much more!

 


Resources:


Connect with Eric Blake: