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Episode 1: The 20 Key Areas That Make Up Your Financial House

Mar 5, 2022

In our first episode, Financial Architects Eric Scott and Katie Prosser discuss the twenty areas that make up your Financial House and why designing a complete Financial House is key to a successful retirement plan.

Here are just a handful of the things that we'll discuss:

  • Why you need to consider income for both your basic living expenses and lifestyle needs
  • What each of the four cornerstones does to enhance your retirement plan
  • Why you should expect a fair return while not having your principal at risk
  • The importance of knowing the difference between taxable, tax-deferred and tax-free assets
  • Why it’s okay to take more market risk once the rest of your Financial House is in place

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