Plan for Financial Success with Schwartz Planning Group
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Listen on:
Episodes
Jul 8, 2025
Jul 8, 2025
7 min
Mike and George discuss the Schwartz Planning Group financial planning process. They outline each step, how to get started, and set the context for overall objectives.
Jul 8, 2025
Jul 8, 2025
7 min
Mike and George discuss the first step, and the importance of financial organization. Mike provides an overview of both the subjective and objective questions that SPG asks to fully understand the client's situation.
Jul 8, 2025
Jul 8, 2025
5 min
George and Mike discuss the first full analysis meeting. Mike outlines the financial x-ray process and understanding where the client stands today- what is working, not working, where there might be gaps, threats, or opportunities.
Jul 8, 2025
Jul 8, 2025
7 min
Mike explains to George how Schwartz Planning Group helps clients focus on the science of wealth building. By examining specific, proven principles, they set the context on how to think about growing, protecting, and utilizing wealth.
Jul 8, 2025
Jul 8, 2025
7 min
In this last analysis of the planning process, Mike and George discuss the role of insurance. They specifically discuss various life insurance plans, and how to integrate and coordinate with cash flow and wealth building.