The Simply Retirement Podcast
What are Your Financial Planning Principles? (Ep. 4)
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:
- Blake Wealth Management
- Eric Blake, CFP® Facebook
- Eric Blake, CFP® Instagram
- Eric Blake, CFP® LinkedIn
- Blake Wealth Management LinkedIn
- Blake Wealth Management Facebook
- YouTube