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.

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PODCAST: California and Retirement Taxes -- Updated 2022
Retirement Planning Carl Lachman, MBA, CFP® Retirement Planning Carl Lachman, MBA, CFP®

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.

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