Feb 1, 2018
Summary:
In today’s 7th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush from the Horizon Financial Group of Baton Rouge, Louisiana discuss the value in utilizing an internally developed tool called “Your Financial Matrix.” Learn all about the benefits of the seven categories of this financial planning strategic device which are: Cash Flow an Budget, Investment Planning, Retirement Planning, Income Tax Planning, Risk Management and Insurance, Estate Planning and Charitable Giving, and Assistance to Others. Bill and Pete will get you up to speed on the importance of customizing your wealth-building methods to your particular lifestyle.
Time Stamped Show Notes:
3 Key Points:
Tweetable Quotes:
- “Cash flow and budgeting, very, very foundational to someone’s financial picture.” – Pete Bush.
- “For the most part, everybody’s accumulating wealth in the value of their homes and their 401K plans.” – Pete Bush.
- “There’s a lot of different components to your money and financial life, more so than just your retirement or your investment portfolio.” – Pete Bush.
Resources Mentioned: