Episodes
Friday Nov 17, 2017
Friday Nov 17, 2017
TODAY’S TOPIC: Your Plan Doesn’t Need to be Perfect, Just Answer These Questions…
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Hosted By: Dominique J. Henderson, Sr., CFP®
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WHAT WE’RE TALKING ABOUT TODAY
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cash flow management – how long could you survive if steady income was to stop (4:19-6:08)
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investment positioning – how well are you utilizing tax-deferred or tax-free investment vehicles? (6:20-9:24)
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tax planning – am i paying more than my fair share? (9:25-11:53)
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asset/estate p
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Version: 20240731
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