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Podcast: Your Financial Pharmacist
Episode: YFP 253: YFP Planning Case Study #1: Growing a Family, Paying Off Student Loans, and Buying a House
Description: YFP Co-Founder & Director of Financial Planning, Tim Baker, CFP®, RLP® is joined by YFP Planning Lead Planners, Kelly Reddy-Heffner, CFP®, CSLP®, CDFA®, and Robert Lopez, CFP® to walk you through a financial planning case study on growing a family, paying off student loans, and buying a house. Key Points From This Episode Introducing YFP Lead Planners, Kelly Reddy-Heffner and Robert Lopez. Describing the fictitious family of today's case study: Jason and Lauren Jones. The Joneses' earnings, expenses, and debt. Their goals and concerns. How their cash position fits in the context of their goals and debt. The que...