Ep. 19: How to Write a Financial Plan - Nicole Peterkin




Charged Up! with Jenny Hoff show

Summary: Nicole Peterkin, a financial planner and author of the book “If You Love Your Family, Save Like It.” In her book, Nicole argues that we all have a financial plan already – if we are making money and spending it, we are following some sort of an agenda, even if we haven’t written it down and we’re not aware of the choices we’re making. In this episode, she helps us make those plans more concrete in a way that facilitates our goals and protects our families. Whether you make $50,000 or $500,000, knowing where your money is going, what goals you are trying to reach and how to prepare for the unexpected will not only make your own life richer but protect your friends and family no matter what life throws at you. Let's get Charged Up! about reaching our financial goals!