PODCAST: The Basics of Personal Financial Planning

PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

PODCAST: The Basics of Estate Planning

What are the basics of estate planning? This podcast explains what you need to know. Austin Dillon, an estate planning attorney in Fullerton, California, originally recorded this interview in May of 2022. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com

PODCAST: California and Retirement Taxes -- Updated 2022

This episode is an update to an article by the same name that Russell Hall wrote a few years ago for Eclectic Associates. Russell is a 20-year veteran of financial planning and has particular expertise in taxes. He has written extensively on a variety of topics, and you can find those articles at our website under the Education tab. This episode was hosted, produced, and edited by Carl Lachman. The music is from Bensound.com. Learn more about the fee-only financial planning and investment management services that Eclectic Associates offers at www.retirewithpeaceofmind.com