Five Tools You Need to Create a Winning Financial Plan

I’m offering a sneak peek into “Dreams Not Debt,” our brand-new ultimate guide to creating your very own financial plan. Listen is as I break down the five key crucial elements to keep in mind when putting together your plan (cashflow, taxes, insurance and asset protection, life milestone planning and goals-based investing)⁠ — and share actionable tips on how to optimize each one to help you achieve your unique goals! If you’ve always wanted to get financial plan but felt like the price was out of reach, or you feel like financial planning doesn’t take into account your student loans, this is the course for you — and our podcast listeners can get it for 70% off through Thursday. Check it out at studentloanplanner.com/plan In today’s episode, you'll find out: How to calculate your true net worth as a student loan borrower When it might be a good idea to hire an accountant to do your taxes for you The 5 key elements you need: Cashflow, taxes, insurance and asset protection, life milestone planning and goals-based investing About the different types of insurance to consider as part of your financial plan How to navigate the complexities of protecting your assets How to categorize your goals and focus on the right investments to achieve them Links mentioned:  Dreams, Not Debt — Build a Financial Plan for Your Best Life Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify or Google Podcasts Leave an honest review on Apple Podcasts  Follow on Facebook, Twitter, or LinkedIn   Feeling helpless when it comes to your student loans? Try our free student loan calculator Check out our refinancing bonuses we negotiated Book your custom student loan plan