• Mastering Money: Unveiling the Templeton Group's Financial Planning Process

  • Sep 17 2024
  • Durée: 32 min
  • Podcast

Mastering Money: Unveiling the Templeton Group's Financial Planning Process

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  • Résumé

  • Join hosts Ryan and Robert as they delve into the intricacies of financial planning in this insightful episode of "My Father Said." This session covers the initial five steps of the Templeton Group's comprehensive 10-step financial planning process, focusing on practical strategies to establish a robust financial foundation. From determining your lifestyle number to setting up an emergency fund, this episode provides listeners with the tools needed to navigate their financial landscapes effectively. Don't miss out on expert tips that can help you optimize your financial health and prepare for a prosperous future.
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