3 Financial Life Phases
Pension Attention12 Juli 2023

3 Financial Life Phases

Like the changing of seasons, financial planning has patterns. In fact, there are 3 phases in life all of us will go through when it comes to our financial journey. Knowing where you are in yours could help you plan much better.

On today's show, Brad shares the 3 financial phases, hoping you will discover which you are in so you can move toward financial freedom.

Listen now.

Show Highlights Include:

  • Financial Planning Is Like The Changing Seasons. (2:10)
  • The Build And Grow Phase. (8:25)
  • The Transitional Phase. (9:45)
  • The Distribution And Deployment Phase. (11:57)
  • Always Plan For The Next Phase. (13:29)

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.

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