Simply Financial With Christopher Calandra

Season 2 - Episode 30: Top 20 Financial Planning Questions Part 1

Episode Summary

The first 10 of 20 top financial planning questions

Episode Notes

1. Do you know how much you save and spend?
2. what is your net worth? (Season 1-episode 5)
3. are you borrowing money efficiently?
4. how is your 401k / retirement strategy and plan?
5. how is your emergency fund?
6. what if something were to happen to you? (Season 1-episode 11)
7. do you have proper life insurance? (Season 2-episode 12)
8. Does long term care insurance make sense?
9. If money were not an object, what would you do
10. What are 10 of the most important things you want to accomplish on earth?