Jenny Logan, CFP®

As a Financial Planner, here's how I find balance between work and life. Financial freedom is a process, not a destination!#shorts #financialfreedom #financialplanner

Keep this in mind when you're looking for an investment adviser. Buy and hold is often the best strategy! Financial freedom is a process, not a destination!

An estate plan is not going to be as costly as the probate process without a plan! Financial planning and estate planning go hand in hand #shorts #estateplanning #probate

The estate planning process includes setting a plan to update everything and is key to financial planning!

An estate plan is not going to be as costly as the probate process without a plan! Financial planning and estate planning go hand in hand #shorts #estateplanning #probate

Being a Financial Planner has it's ups and downs, but seeing people find Financial Freedom is one of the highlights of the job! #shorts #financialfreedom #financialplanner

If you're on the path to financial freedom an emergency fund should be a critical part of your financial plan! #shorts #financialfreedom #emergencyfund #financialplan #retirementplanning

A Roth IRA is one of the most powerful tools you can use for retirement! I'm super excited to see this make it into the Secure Act! This will help many people on the path to Financial Freedom.

Online financial influencers have a lot of advice when it comes to investing, but the real trick for financial freedom is to spend less than you make and save a healthy portion of your income - like 15%! Good financial planners will tell you this!

No pension is worth the misery of life! if you hate your job you do have options. Financial freedom can be achieved with or without a pension - it just takes careful financial planning! #shorts

If you have a pension and are worried about leaving you job that's OK! It possible to do through proper financial planning and still find financial freedom. Don't Jerry Maguire it, but don't write it off either!

Back to the basics, why you need an emergency fund in your Financial Plan. Here's a step-by-step guide to getting started. Financial freedom is a process, not a destination! 📚 Online Courses Now Available! : https://bit.ly/chisholmdispatch 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #financialfreedom #financialplanning #emergencyfund

One of the best tools for retirement planning is to utilize a Roth IRA. As a Financial Planner, I recommend it to all of my clients! And you can easily use a Roth segment of your 401k if you have it! #shorts #financialplanning #rothira

Estate planning and financial planning go hand in had. You need both to find Financial freedom! #financialfreedom #financialplanning #estateplanning

Hi, I'm Jenny and this is my youtube channel! I started Chisholm Financial Planning over 10 years ago on the belief that life offers freedom, purpose, and prosperity to those of us who take it. Let's pioneer our Financial Destiny together! Every Friday morning I host live streams where I love to connect with my viewers, talk about financial planning, and answer any questions you might have. You’re welcome to join us! Just hit subscribe and turn on the notifications bell so you can get an alert when we go live! Remember, Financial Freedom is a process, not a destination! I hope to see you soon 🫡 📚 Online Courses Now Available! : https://bit.ly/chisholmdispatch 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack #financialfreedom #financialplanning #financial

If you want on the path to financial freedom you need a financial plan, and you can't have a financial plan without an estate plan! Everything works together

Financial Planning might only deal with finances, but it takes a holistic view of what you want out of life to properly plan for financial freedom. Virtue is paramount!

A pension is great, but it's not required for financial freedom! You can save for retirement without one

In my industry, if the economy is going to have challenges, you can bet it's while you're on vacation. Let's chat about what these bank runs means for you and what to expect moving forward. Financial freedom is a process, not a destination! 📚 Online Courses Now Available! : https://bit.ly/chisholmdispatch 🗓️ Schedule a FREE Initial Consultation! : https://bit.ly/chisholmfinancialschedule ✅ Subscribe! : https://www.youtube.com/@chisholmfinancial ✅ My Instagram : https://bit.ly/ChisholmInsta ✅ My Twitter : https://bit.ly/ChisholmTwitter ✅ My Substack : https://bit.ly/ChisholmSubstack Timestamps: 4:48 – Intro 6:20 – Bank runs and why Silicon Valley Bank couldn't pay depositors 7:50 – Interest rates and inflation as a factor 10:23 – How money markets and investment houses are competing with banks 13:25 – Why Silicon Valley Bank had to raise liquidity 15:40 – What’s next? Will the Federal Reserve continue to raise rates? 18:32 – How to prepare for more bad news 21:02 – Why you want to hold your investments 25:01 – Next Friday’s livestream: All about emergency funds #financialfreedom #financialplanning #bankrun

A Roth IRA is going to be your best friend if you want to maximize your retirement savings. Bite the bullet and pay the taxes upfront! And remember, financial freedom is a process, not a destination!

Financial planning can help you prepare for retirement with or without a pension!

Don't let a pension ruin your life! If you can obtain a higher paying job you can plan for retirement without one #financialfreedom #financialplanning #retirementplanning

You should not let a pension trap you in a job hate. With proper financial planning, you can successfully change jobs and still save for retirement without a pension. #financialfreedom #financialplanning #retirementplanning

Roth money is a powerful tool! Set one up with my eCourse - link on insta @chisholmfinancial ​#shorts #financialfreedom #financialplanning #financialplan #retirementplanning #retirementplan #401k #401krollover

Everybody is different , but Roth money is a powerful tool! #shorts #financialfreedom #financialplan #retirementplanning #financialeducation #financialliteracy