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Financial Fitness with Trevor Lawson, CFP Ep 39

Episode 39 Published 3Β years, 5Β months ago
Description

Since improving or maintaining health and fitness often entails a financial investment, we thought it would be great to investigate financial fitness. So we turned to one of our athletes, Trevor Lawson, who happens to be a Certified Financial Planner at Capital Financial Solutions in Raleigh, NC and enjoys working with retirement planning.Β 

First, Trevor defines financial fitness. We discuss the importance of an emergency fund, working with debt, investing for independence and flexibility. We talk about important ratios and the importance of goals. Tune and to learn some great tips!

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