“If you fail to plan, you are . . .


. . . planning to fail.”

The wise words of Benjamin Franklin have been true for over 200 years (since he said it) and will always be true.

Financial planning is a blue print, a compass, a game-plan (insert other adjectives here) for your financial life!

So why do so few people have a financial plan? Only 25% of people have a financial plan according to CNBC.

In today’s podcast we discuss three common light-bulb/ah-ha moments that most people have when going through the financial planning process. These principles are critical for people to understand and implement.

We also discuss the importance of a plan and how it’s not a one-time build it and forget it process.

Here’s to wise investing,

Iron Gate Global Advisors


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