Financial Plan VS Financial Planning - a podcast by Finity Group
from 2021-08-16T05:00
In today's episode we talk about the difference between having a financial plan and engaging in financial planning.
In this episode we discuss:
- Initial steps in building a financial plan
- Understanding the different variables that can change over time
- What does engaging in financial planning look like?
- Being proactive instead of reactive
Thank you so much for listening to this episode of Financial Clarity for Doctors podcast! A financial planning podcast for physicians and other medical professionals.
For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
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Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
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