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How Financial Planning Helps You Make BIG Decisions

How Financial Planning Helps You Make BIG Decisions

October 01, 2019
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Provided by TechGirl Financial

In this episode Kim and I explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement.  Using financial planning software, we share how we create multiple scenarios and simulate a financial roadmap, including the potential bumps in the road.

Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send me an e-mail at victor@techgirlfinancial.com or join the conversation on Twitter, find me at Victor Gaxiola (@victorgaxiola) and Kim Gaxiola at (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and  LinkedIn. 

Episode Links:

  • Plan your own savings/retirement scenario in our “Financial Soapbox”- CLICK HERE
  • Schedule an Introductory chat with us- CLICK HERE
SECURITIES OFFERED THROUGH REGISTERED REPRESENTATIVES OF CAMBRIDGE INVESTMENT RESEARCH, INC., A BROKER/DEALER, MEMBER FINRA/SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH ADVISORS, A REGISTERED INVESTMENT ADVISOR. TECHGIRL FINANCIAL AND CAMBRIDGE INVESTMENT RESEARCH, INC., ARE NOT AFFILIATED COMPANIES.