Financial Planning Made Simple

Financial planning doesn’t have to feel overwhelming. With the right guidance, it’s more manageable than you think. In this episode, we’re diving into the how and why of planning ahead can empower you to stay aligned with your financial goals. From smart investing to effective debt management, discover how our expert financial planners can help you stay focused, confident, and on track.

• Understanding Financial Goals: Short-term vs Long-term (3:08)
• Navigating Major Life Milestones (9:02)
• Inheritance and Estate Planning (18:08)
• The Role of Financial Advisors (26:49)

Explore how these Navy Federal Investment Services* can help you stay the course of your money goals. 

• Navy Federal Investment Services
• Digital Investor 
• Find an Advisor  
• NFIS Disclosures

*Investments are only sold through Navy Federal Investment Services. Investment products are not insured, not obligations of NFCU, and may lose value.