The Final “B-Word”

The Truth About Investing: Back to Basics

Today we wrap up our framework on spending plans! We wanted to give Sean a good opportunity to talk about the practical approach of building a spending plan a different way to add "tools for your toolbox". This is a step by step process that Chris follows as a guinea pig on how an Investment Advisor would actually build a baseline spending plan from the ground up to see how your foundation looks to get started. So grab your headphones, some pen and paper, and let's tackle this together!