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Make Retirement Work

Financial and retirement planning guidance for residents of Nebraska and beyond! You’ll learn about risk, investments, 401(k)s, IRAs, rollover strategies, how to find the right advisor, Social Security and many more topics.

Your host is Marc Werkmeister, a Certified Financial Planner (CFP) with Professional Financial Advisors. They have offices in North Platte, Scottsbluff, Kearney, Lincoln, and Grand Island.

Visit MakeRetirementWork.com for more episodes and information about how Marc can help you plan for retirement. You can also call 855-202-WORK (9675).

  1. All Episodes
  2. Ep 12: How to Build a Strong Financial House

Ep 12: How to Build a Strong Financial House

Aug 20, 2020

Putting together a financial plan is like building a house. You need a strong foundation to create the walls, roof and finishing touches. On this episode of the Make Retirement Work podcast, we give you step-by-step instructions to create a solid foundation and financial plan.

 

Read more and get additional financial resources here: http://makeretirementwork.com/418/ep-12-how-to-build-a-strong-financial-house/ 

 

On today's show: 

5:05 - The foundation = Your income plan

7:15 - The walls = Your investment plan

8:49 - The roof = Your insurance protections

11:05 - The finishing touches = Your estate plan

15:05 - Teaching kids about taxes