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What does “back to basics” mean for your financial planning?
In this episode, Dan Reese sits down with Senior Wealth Planner Brent Oliver to explore the foundational aspects of financial planning in their “Back to Basics” series. They discuss practical, actionable tips that help simplify the wealth management process, especially in today’s overwhelming financial world.
Tune in to learn how to better identify your financial goals, prioritize budgeting at every life stage, and understand the power of compounding returns.
Dan and Brent discuss:
- (05:06) The importance of setting and prioritizing financial goals
- (07:09) Why budgeting is essential at every stage of life
- (09:14) Understanding the difference between financial needs and wants
- (11:04) How engaging a financial coach can provide accountability and guidance
- (19:31) Practical tips on diversifying your financial life beyond just investments
- And more