Jenny Logan, CFP®

Jenny Logan, CFP®

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    An estate plan is critical to a proper financial plan! #shorts #financialfreedom #financialplanning
    0:48

    An estate plan is critical to a proper financial plan! #shorts #financialfreedom #financialplanning

     1  view
    You can't plan for Financial Freedom without Virtue ✨ #shorts #financialfreedom #financialplanning
    0:42

    You can't plan for Financial Freedom without Virtue ✨ #shorts #financialfreedom #financialplanning

     1  view
    If you're saving for retirement changing jobs can be stressful #shorts #retirement #financialfreedom
    0:59

    If you're saving for retirement changing jobs can be stressful #shorts #retirement #financialfreedom

     5  views
    Vacations, Bank Runs, & What Comes Next - Finding Financial Freedom In Uncertainty
    27:36

    Vacations, Bank Runs, & What Comes Next - Finding Financial Freedom In Uncertainty

     4  views
    Saving for retirement? I suggest not deferring your taxes! #shorts #retirement #financialfreedom
    0:58

    Saving for retirement? I suggest not deferring your taxes! #shorts #retirement #financialfreedom

     8  views
    Want to escape you pension? Consider this👆 #shorts #financialfreedom #financialplanning
    0:59

    Want to escape you pension? Consider this👆 #shorts #financialfreedom #financialplanning

     1  view
    Hate you job but scared of losing your pension? Here's what you need to do 👆
    0:37

    Hate you job but scared of losing your pension? Here's what you need to do 👆

     1  view
    No pension is worth the misery of life! Financial planning can help you escape that job you hate
    1:00

    No pension is worth the misery of life! Financial planning can help you escape that job you hate

     12  views
    Roth money is a powerful tool! Set one up with my eCourse - link on insta @chisholmfinancial
    0:56

    Roth money is a powerful tool! Set one up with my eCourse - link on insta @chisholmfinancial

     2  views
    Everybody is different , but Roth money is a powerful tool! eCourse link on Insta @chisholmfinancial
    0:53

    Everybody is different , but Roth money is a powerful tool! eCourse link on Insta @chisholmfinancial

     2  views
    Planning for financial freedom? Update your financial goals!
    0:58

    Planning for financial freedom? Update your financial goals!

     4  views
    Planning for financial freedom? Review investment allocations!
    0:55

    Planning for financial freedom? Review investment allocations!

     1  view
    Planning for financial freedom? Increase your retirement savings!
    0:59

    Planning for financial freedom? Increase your retirement savings!

     6  views
    Planning for financial freedom? Create a debt repayment plan!
    0:58

    Planning for financial freedom? Create a debt repayment plan!

    Establish an emergency fund!
    0:57

    Establish an emergency fund!

     1  view
    Foundational Financial Planning - Debt Evaluation & Payoff Planning
    21:20

    Foundational Financial Planning - Debt Evaluation & Payoff Planning

     154  views
    Foundational Financial Planning - Budget & Lifestyle Management
    17:00

    Foundational Financial Planning - Budget & Lifestyle Management

     24  views
    Don't Let a Pension Ruin Your Life - Evaluate if your pension is "worth it."
    32:52

    Don't Let a Pension Ruin Your Life - Evaluate if your pension is "worth it."

     14  views
    MADOFF: The Monster of Wall Street - A Tale Investors Should Learn From
    24:41

    MADOFF: The Monster of Wall Street - A Tale Investors Should Learn From

     144  views
    Secure Act Updates - 2023 (Key Provisions: Required Minimum Distributions & 529 Planning)
    19:36

    Secure Act Updates - 2023 (Key Provisions: Required Minimum Distributions & 529 Planning)

     8  views
    Student Loan Forgiveness Update - January 2023
    13:39

    Student Loan Forgiveness Update - January 2023

     9  views
    5 Steps for Financial Success in 2023
    12:01

    5 Steps for Financial Success in 2023

     1  view
    Roth 101 Part IV - Traditional IRA v. Roth Tax Outcomes
    23:32

    Roth 101 Part IV - Traditional IRA v. Roth Tax Outcomes

     11  views
    Roth 101 Part III - Administrative & Tax Limitations on Contributions
    13:07

    Roth 101 Part III - Administrative & Tax Limitations on Contributions

     5  views
    Roth 101 Part II - How to Start a Roth
    27:44

    Roth 101 Part II - How to Start a Roth

     2  views