PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

 

Find all of Eclectic Associates podcast episodes at Apple Podcasts. Search for the “Retire with Peace of Mind” podcast channel or use the link below.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning