Explore comprehensive financial planning strategies for mid-career professionals through retirement in this 30-minute video. Learn how to save for retirement, college, and other financial goals while gaining clarity on investing. Discover the importance of estate planning, including wills and trusts, and how to navigate the transition into retirement. Get valuable insights on paying for college, understanding life insurance basics, and creating a financial checklist for assisting aging parents. Delve into retirement income strategies, personal finance tips, and essential investing principles. Understand the significance of an Investment Policy Statement and how professional financial guidance can help you make informed money decisions throughout your career and into retirement.
Overview
Syllabus
6 Tips on How To Pay for College - Paying for College for Kids.
Estate Planning | How Trusts Work AND How They Can Protect Your Assets | Scott Weiss CFP.
Insurance Planning - Life Insurance Basics Explained - Scott Weiss CFP.
Eldercare | A Financial Checklist for Helping Your Aging Parents | Scott Weiss CFP | #weissguys.
Estate Planning | Why You Need a Will? + How to Make a Will | Scott Weiss, CFP | #weissguys.
Retirement Planning Basics - Pre Retirement Planning - Secure Retirement Solutions.
Retirement Income Strategies - Get help from Scott Weiss CFP.
Retirement Planning | How We Help You Transition Into Retirement | Scott Weiss CFP | #weissguys.
Financial Planning for Retirement - Retirement Planning Advice.
Personal Finance Tips | Why You Should Fight the Urge to Splurge! | Scott Weiss CFP | #weissguys.
College Planning | 3 Things to Know about Saving & Paying For College | Scott Weiss CFP | #weissguys.
Investing | The 3 Most Important Questions to Answer When Investing | Scott Weiss CFP | #weissguys.
What is an Investment Policy Statement? - Why Every Investor Should Have an IPS.
Weiss Financial Group | We'll Help You Make Smart Money Decisions | #weissguys.
Taught by
Scott Weiss, CFP
