What is financial planning?
What is financial planning? It isn’t only about managing a stock portfolio. In this video, I go through the 9 topics that are covered, and in the end, I give a brief explanation between planning and investment management.
The 9 topics covered include:
- Cash flow analysis and budgeting
- Goal planning
- Debt management
- Insurance and risk management
- 401(k) investment allocation and stock options
- Estate planning
- Tax planning
- Education funding
- Financial independence (retirement)
RADIANT Wealth Planning, LLC is a financial planning and investment management firm located in Newport Beach, CA
Welcome to our videos where we share tips and advice on all topics that help women meet their financial goals.
About the Author
Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a fee-only financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.