Have Your Plan Updated Annually with Jonathan Mullins CFP® Wealth Advisor

On today’s episode, we are excited to be joined by Jonathan Mullins CFP® Wealth Advisor once again. We’ll be discussing the ‘H’ in the Way2Wealth®, Have Your Plan Updated Annually. Why is it so important to keep your plan updated? Families and goals change. Making adjustments and changes is part of the journey.

Laws are constantly changing and families are always growing. For individuals, this means important documents within your estate and legacy plan need to be constantly updated.

Perhaps you didn’t plan for travel in retirement but with new grandkids, those retirement plans are changing. We want to address these pivots sooner rather than later. You may need a checklist that holds you accountable to review your whole plan: the foundation, team, income buckets, etc.

As business owners, this is even more essential. Reviewing your business plan and development can help you optimize your time and skills. Often when you are starting out you wear many hats: sales, marketing, consulting, and more. However, as time progresses you want to be able to review these roles you play and how you can start delegating them. You can see where your impact is and what needs to be changed in the future.

What we’ve seen in the market the past few years is proof that things change fast and updating your plan is necessary. The world is constantly changing. Protect yourself, your family, and your financial future with an evolving plan.


0:00 – Introduction

1:10 – Discussing the ‘H’

3:01 – Embracing change

5:15 – Why should you update?

8:24 – Example of not updating

12:57 – Annual reviews for businesses

18:55 – Infinite entrepreneur


About our Guest: 


More Episodes: https://www.theway2wealth.com/

More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/

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Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

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