Simply Financial With Christopher Calandra

Season 2 - Episode 31: Top 20 Financial Planning Questions Part 2

Episode Summary

The second 10 of 20 top financial planning questions

Episode Notes

1. Is my estate plan up to date?
2. Have I named my beneficiaries properly?
3. Can I reduce my tax exposure?
4. What is my risk tolerance?
5. Do I know what I own and why?
6. What are my rates of return?
7. Is my investment plan current?
8. What about money is important to me?
9. If I had 5 years to live, what would I change?
10. What are my financial goals?