Ep 57: Fundamentals of Financial Planning and Baseball

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. Join us as we talk about successfully executing the financial fundamentals.
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Show Notes For This Episode

 

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. Join us as we talk about successfully executing the financial fundamentals.

We’ll dive into the importance of liability protection, saving, and reducing debt. We’ll then share the most critical part of building wealth for the future before Michael dives into a couple of listener questions from the mailbag to wrap up the episode. So, grab your peanuts and crackerjacks, and let’s take the financial field!

In this episode, we’ll share:

  • How to make sure you can’t be beaten backward with your money. [7:34]
  • How to become a world-class saver. [11:22]
  • Why you need to build liquidity. [17:06]

If you have any questions about how you can better prepare for your retirement future, don’t hesitate to reach out to Michael Schulte for help.

He’s a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.

Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.

 

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