Watch on YouTube
Financial Planning Made Simple: Building a Roadmap for Your Financial Future
Financial planning is about much more than investing. In this episode of The Founders Podcast, host Ryan Deese sits down with David Tolson, Managing Director of Founders Wealth Management and Wealth Advisor, to discuss how a financial plan can help bring clarity, confidence and direction to your financial future.
Whether you’re just beginning your career, raising a family, preparing for retirement or simply looking to make smarter financial decisions, having a plan can help you stay focused on what matters most. Ryan and David explore common misconceptions about financial planning, why it’s not reserved for the wealthy, and how having clearly defined goals can help you make informed decisions through every stage of life.
In this episode, you’ll learn:
- Why financial planning is about more than investments
- The key areas a comprehensive financial plan may include, from budgeting to retirement and estate planning
- How to cut through financial noise and focus on your personal goals
- Common financial planning mistakes and how to avoid them
- Why it’s never too early, or too late, to start planning for the future
- How financial priorities often change through different stages of life
- The value of working with a financial advisor and what to expect from an initial conversation
If you’ve been putting off creating a financial plan, this conversation offers practical guidance and encouragement to help you take the first step toward achieving your financial goals.
Learn more about Founders Wealth Management: wealthmanagementatfounders.com
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Founders Federal Credit Union and Founders Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Founders Wealth Management, and may also be employees of Founders Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Founders Federal Credit Union or Founders Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
The LPL Financial representative associated with this podcast may discuss and/or transact securities business only with residents of the following states: Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, Pennsylvania, South Carolina, Maryland, Colorado, Delaware, Georgia, Illinois, Indiana, Kentucky, Michigan, Minnesota, New Jersey, Ohio, Vermont, Virginia.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
