How to make it, spend it, and invest it

8 Feb 2018

Mastering Money 2/8/18

Post by fasturtle

…Planning a financial portfolio for retirement is much like building a custom home. To build a home, you start with a blueprint that details not only what your house will look like, but how the individual components will come together–starting with the Foundation.. To do it right, you must first know what your objectives are. You, and your designer work together to draw a plan that includes every room and every detail of each room until you have a full set of construction plans, plus a list of materials and resources needed to build the house in a timely manner. Today, we’ll discuss how to build a financial plan for retirement that can weather all storms–and then CPA Nick Stefaniak joins us with Tax Tips on the New Tax Law. Mastering Money is on the air!!