Cashology by FNBO

Quarterback of Your Finances

Episode Summary

The term financial planning quarterback – it has become a bit cliché. Sometimes it refers to having a financial advisor as your financial planning quarterback. Sometimes, and this seems to be growing in popularity, it refers to how you can be the quarterback of your own finances. And that’s what we want to talk about today. If you want to be the quarterback of your finances, what do you need to do?

Episode Notes

If someone wants to be their own financial quarterback, where should they start?

What does a good financial plan include?

Tell us about what goes into a financial plan.

What do they need to get into that plan to achieve those goals? What are some of the more concrete elements of a good financial plan?

What else would a good financial quarterback do?

Being a good quarterback is all about planning and preparation.

Useful info/links

  1. Clever Girl Finance: https://www.clevergirlfinance.com/blog/ten-steps-to-creating-a-solid-financial-plan/
  2. Money Under 30:https://www.moneyunder30.com/how-to-create-a-financial-plan-without-paying-for-an-advisor
  3. Smart Asset: https://smartasset.com/financial-advisor/what-is-a-financial-plan