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Building a Holistic Financial Plan with Best-Selling Author, David Bach
Manage episode 371763798 series 3423688
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Neither Freedom Financial Group nor AEWM are affiliated with David Bach.
Welcome back to the Retire With Freedom podcast! Today, we are excited to be joined by David Bach, one of America’s most trusted financial experts and 10x New York Times best-selling authors. David has influenced millions through his books, media appearances, podcast, and seminars, offering strategies for living and finishing rich. He joins us on the podcast to discuss the key components of a comprehensive financial strategy as well as taking a holistic approach to wealth management.
Tune in as David discusses aligning investment strategies with your risk tolerance and financial goals and advocates for a well-diversified asset allocation strategy. He talks about the importance of regularly reviewing and rebalancing your plan, along with estate planning and insurance considerations. To wrap up this episode, David shares his insights on what to look for in a financial advisor, prioritizing trust, verifying credentials, and seeking a holistic approach.
Here is some of what we’ll discuss in today’s show:
- The key components of good financial strategy. (0:23)
- Estate planning is a critical component of an investment plan. (3:39)
- What should you look for in a financial advisor? (7:13)
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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