New Podcast! Future Planning for Young Families

Walnut Creek CA

06 January, 2021

2:18 PM

Description

When it comes to planning for a young family, whether it is financial or estate planning, it’s never too early to get started. Typically, young families share the same concerns and characteristics. It can be hard to navigate all the tools, information, and strategies that are out there. Many may put planning off or choose a route, not knowing if it’s best for them. LISTEN NOW! >> In today’s episode of Absolute Trust Talk, we sit down with Michael Strohl, CFP(R) from Open Advisors, who is an expert in working with young families. You don’t need to have a large investment portfolio to get started, but you do need smart financial advice and know-how when prioritizing. Spoiler alert: it may not be what you think. No matter what stage of planning you are in, Michael’s advice will help get you started down the right path or shift the focus of where it might need to be. Tune in now and share this episode with your friends. Big Three from Episode #053: Get life insurance.Make sure your money is going into as many different buckets as possible, purposefully as you cycle through life.Besides your 401k, are you doing any systematic investing?At the end, we had a Q&A session answering your top questions about financial planning and significant life changes, but if you have more questions, feel free to reach out to us for help: by calling us at 925-943-2740 or emailing us at [email protected]. [Ad] It’s never too early to start planning for the future. As experts in California estate law, we understand what may impact you and how to build an estate plan that meets your specific needs no matter where you are in life. Schedule a free discovery call, and let’s start building your plan today. Tune In Today! >>