Iron Out Your Money Situation With The Five "Elements" of a Successful Financial Plan
Description
Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode they take a look into the five key parts, or elements, of a successful financial plan. Take a listen to hear about:
- Element 1: Goals as gold
- Element 2: Knowledge and awareness, potassium
- Mythbuster: Should you be like an ostrich?
- Element 3: Filtering, stay strong like iron
- Element 4: Consistency and carbon, it's in everything
- Element 5: Staying engaged with platinum
- Then finish up with some dad jokes from Jeremy
Find Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.
United States
