Ep 16 | What the f*ck is a financial plan? скачать в хорошем качестве

Ep 16 | What the f*ck is a financial plan?

What exactly is a financial plan—and why does it matter so much more than most people think? Priya Malani kicks off a new Q&A series by unpacking the real purpose of financial planning. It’s not about spreadsheets, restriction, or being “good with money”—it’s about building a life you’re excited to live, with your money fully aligned to support it. From practical strategies to wild-but-true client goals (hello, Toto toilets and vow renewals), this episode reveals how a plan can take you from winging it to feeling totally in control. Whether you’re flying solo or merging finances with a partner, it’s time to stop guessing and start designing a life that works for you. Tune Into This Episode to Hear: Why a financial plan is more than just a spreadsheet—it’s a blueprint for your life Real (and hilarious) examples of what people are actually planning for How couples with different money habits get on the same page through shared goals Why it’s easier to make smart money moves when you know exactly what you’re working toward Follow Priya Malani: https://www.instagram.com/itspriyamal... Follow Stash Wealth: https://www.stashwealth.com/ THE STUFF OUR LAWYERS WANT US TO SAY: Stash Wealth is a Registered Investment Advisor. Content presented is for informational and educational purposes only and is not intended to make an offer or solicitation for any specific securities product, service, or strategy. Consult with a qualified investment adviser (that's us) before implementing any strategy. Investing involves risk, including the loss of principal. Past performance does not guarantee future results. There…we said it.