About My Process
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About My Process
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In the second episode of the Plain English Finance Podcast, host Tre Bynoe CFP CIM delves into his approach to financial planning, emphasizing the significant impact of decision-making over mere financial data. He explains how decision paralysis can affect investment choices and highlights the importance of a structured financial planning process. He outlines six key steps in working with a financial planner and shares his methodology on managing taxes, cash flow principles, investment strategies, and risk management. He also discusses the importance of selecting the right financial planner and addresses various financial concepts aimed at helping listeners achieve their financial goals.
This episode serves as an insightful guide for those considering working with Tre Bynoe or seeking to understand effective financial planning strategies.
00:00 Introduction to the Podcast
00:23 Understanding Decision Paralysis
02:53 The Role of a Financial Planner
03:41 Steps in Financial Planning
06:36 Key Financial Planning Areas
12:48 Investment Strategies and Risk Management
19:39 Conclusion and Next Steps