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How to Start a Financial Plan, with Tom Gardner and Amanda Kish

Motley Fool Money

45.3 MB

While many wouldn’t go on vacation without a plan, that’s exactly how most people begin their investing journey. Amanda Kish, Financial Planner Specialist, joins Motley Fool co-founder Tom Gardner to discuss how to build a financial plan.

In this episode, they cover: - How to understand yourself as an investor. - The key financial planning steps that new parents should take - How often you need to revisit a financial plan - The times you may want professional financial planning advice, and the parts you can do yourself.

If you're looking to start a financial plan, we can help. Visit for a free copy of our investing "Starter Kit" and we’ll email it to you.

Host: Tom Gardner Guest: Amanda Kish Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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