The Holistic Retirement Podcast

4 Key Items A Financial Plan Must Address

April 15, 2021

We talk all the time on the podcast about how a financial plan should be comprehensive. It's no use to have a plan that only tackles a few areas, but leaves a lot of key items out. We focus on the 4 key items that any financial plan should address and why they are so significant.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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The Holistic Retirement Podcast

4 Key Items A Financial Plan Must Address

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The Holistic Retirement Podcast

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