Making a Financial Plan [Episode 136]
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Attorney-CPA Joe Cordell and co-host Jill Enders are joined by Certified Financial Planner John Gallia, of the Gallia Wealth Management Group in Creve Coeur, Mo., to discuss the importance of financial planning as you age. John emphasizes evaluating what one aspect you feel is to be improved on in your financial plan and devoting time and effort to work on it.
John highlights the importance of seeking a Certified Financial Planner, when planning your financial future, as well as how they are paid. He describes how pension plans factor into the greater financial scope of a client’s finances, as well as how important understanding a client’s goals is for a Certified Financial Planner.
He talks about how frequently listeners should be speaking to a financial planner, as well as how living situations for retired individuals can affect their overall financial picture, especially those dealing with mortgages.
John also talks about the impact of credit card debt and how vital it is to get rid of that before you retire.
