September 2016 - Page 2 of 2 - Experiencing Financial Contentment

Archive

Monthly Archives: September 2016

FLBC 007: The Building Blocks of a Financial Plan – Part 3

Podcast Details: Podcast Title:  The Building Blocks of a Financial Plan – Part 3 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: Creating the financial plan: Risk Mgmt Portfolio Short Term Investments & Debt Mgmt Plan Long Term Investments & Estate Planning Short Term […]

Continue reading

FLBC 006: The Building Blocks of a Financial Plan – Part 2

Podcast Details: Podcast Title:  The Building Blocks of a Financial Plan – Part 2 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: Necessity of life insurance Rubric for determining when risk should be transferred. There are other types of insurance such as disability, long-term […]

Continue reading
Password Reset
Please enter your e-mail address. You will receive a new password via e-mail.