#120. What is Financial Planning with Dianne Webb
Episode description
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In this episode we speak Dianne Webb, CFP. Understanding finances and budgets are complex and complicated. In fact, so many people avoid it all together. But in today's podcast we break down the daunting and scary numbers and put you back in control! After all, it is your money, you are in the driver seat of what you do with your cash and how it can work for you! A key take-a-way today is the idea that we pay ourselves first, everything else follows suit.
Topics cover:
Definitions and terms
Health Savings Accounts vs. Flex Savings Accounts
Investments, IRA's and Roth IRA's,
Planning for the unexpected, like a cancer diagnosis
and so much more!
Welcome to the Conversation.
Featuring Dianne Webb
Resources mentioned:
https://www.cfp.net/
https://brokercheck.finra.org/
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