How to Start a Financial Plan, with Tom Gardner and Amanda Kish
While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.
In this episode, they cover:
- How to understand yourself as an investor.
- The key financial planning steps that new parents should take
- How often you need to revisit a financial plan
- The times you may want professional financial planning advice, and the parts you can do yourself.
If you're looking to start a financial plan, we can help.
Visit www.fool.com/StarterKit for a free copy of our investing "Starter Kit" and we’ll email it to you.
Host: Tom Gardner
Guest: Amanda Kish
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd