Life and Money Show

Why Is Financial Planning Important For You With Rob Schulz

Episode Summary

Tune into this episode of our podcast to listen to our guest Rob Schulz talk about the purpose of financial planning. Rob believes that successful asset management is almost worthless if not combined with a comprehensive financial planning process. Get inspired by Rob’s talk on how important it is to think about financial planning and how it relates to every aspect of life.

Episode Notes

• The purpose of financial planning
• How to think about financial planning and how that relates to you and your life goals?
• Why is it important to let kids make some mistakes financially?
• Gaining the ability to reframe the idea of how to let kids learn by making their own mistakes
• Why is this episode important for you, especially if you are new to the world of investing or even to financial planning?
• Investment for yourself: What is one way that Rob’s investments have helped in his life?
• Investment for others: What is one investment strategy or life hack that would help others in their investment journey?
• Investment for the world: What is one way that Rob’s investments are helping to make the world a better place?

RESOURCES FROM THIS EPISODE

• Book: Thoughts on Things Financial
• Facebook: https://www.facebook.com/rob.schulz3
• Website: https://www.schulzwealth.com/, https://www.napfa.org/

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Thanks for listening, and until next time, keep investing for good!