How to Build a Financial Plan By Age
About this episode
The episode discusses how financial plans should evolve with age, covering essential areas like estate planning and tax strategy.
How should your financial plan evolve as you age? The Financial Order of Operations shows you what to do with your next dollar, but life insurance, estate planning, and tax strategy require a deeper framework. Financial Advisors, Brian Preston and Bo Hanson, walk through the six core areas of financial planning and reveal what to prioritize in your 20s, 30s, 40s, 50s, and beyond to build lasting wealth in 2026. This episode covers estate planning, budgeting, tax planning, and risk management across every decade of your wealth-building journey. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn…
People in this episode
Hosts: Brian Preston, Bo Hanson
Topics covered
- financial planning
- wealth building
- life insurance
- estate planning
- tax strategy
- budgeting
Keywords
- financial plan
- wealth building
- life insurance
- estate planning
- tax strategy
- budgeting
- risk management
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