337. What Should Be Included in a Financial Plan?

About this episode

This episode discusses the components of a financial plan and highlights the common pitfalls people face in financial planning.

Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retirement® Podcast, we break down what financial planning actually looks like behind the scenes, and why so many people are missing it entirely. Related Podcast Episodes: Ep 327. What Tax Planning Strategies Should You Implement for 2026? Ep 224. Living in the Moment While Planning for the Future Rela...

Topics covered

• financial planning
• investment management
• insurance policies
• account management
• financial literacy

Keywords

• financial plan
• investments
• insurance
• financial planning
• scattered accounts

Mentioned in this episode

Organizations: Wiser Wealth Management

More episodes of A Wiser Retirement®

• 344. What Are the Real Uses for Crypto? · June 7, 2026 · 35 min
• 343. 5 Investment Pitfalls High Earners Should Avoid · May 31, 2026 · 35 min
• 342. What Financial Mistakes Don’t You See Coming? (Confidence Traps to Avoid) · May 24, 2026 · 45 min
• 341. What Happens Next? A Financial Guide After Death · May 17, 2026 · 40 min
• 340. 25 Years Of Wiser Wealth Management · May 10, 2026 · 1h 5m
• 339. How To Know If You Can Retire In Five Years? Without Guessing! · May 3, 2026 · 35 min