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337. What Should Be Included in a Financial Plan?

A Wiser Retirement®

Chapters
0:00
Why Most People Lack A Plan
1:02
Sales Culture Versus Real Advice
8:38
The Three Meeting Planning Process
9:17
Data Gathering Beyond Investments
13:35
Discovery Meeting And Life Goals
19:57
Debt Free Retirement And Cash Flow
23:54
Design Meeting With Planning Software
26:08
Free Pre Retirement Checklist Break
26:35
Retirement Projections And What Ifs
37:18
Stress Tests And Conservative Assumptions
38:37
Disability Life Insurance Long Term Care
44:36
Delivery Meeting College Tax Estate
51:24
Portfolio Policy And 100 Day Plan
53:50
Business Owner Planning And Succession
56:18
Closing Thoughts And Subscribe Reminder
A Wiser Retirement®
337. What Should Be Included in a Financial Plan?
Apr 19, 2026 Episode 337
Wiser Wealth Management

Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retirement® Podcast, we break down what financial planning actually looks like behind the scenes, and why so many people are missing it entirely.

Related Podcast Episodes: 

Ep 327. What Tax Planning Strategies Should You Implement for 2026?

Ep 224. Living in the Moment While Planning for the Future

Related Financial Education Videos:

Financial Planning Tips to Thrive in Your 40s

What is flat fee financial planning?

Other Links:

Our Financial Planning Process

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This podcast was produced by Wiser Wealth Management. Thanks for listening!