Understanding The Value Of Financial Planning
October 6, 2023

With the second episode in our six-part series exploring the importance of your financial health, we place the focus on understanding the value of financial planning. Podcast host Shannon Currier, the Director of Philanthropy for the St. Christopher Truckers Relief Fund, talks with New York Life agent Sarah Collen. In this segment, Shannon and Sarah discuss the importance of creating and following a financial plan that allows you to address your needs of today as well as securing your future. As Sarah notes, many people wait until they are approaching traditional retirement years before they begin to put money away for retirement. Shannon and Sarah talk about the concept of identifying where you want to be financially and then following a plan that will allow you to achieve your financial goals.

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