Big Ideas: PIPSIO - The Order Of Financial Priorities

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Recorded27 Mar 2024

Publishermeaningfulmoney.libsyn.com ↗

Handlerec:8769634

Show notes

Today we're covering the ideal order of financial priorities, something Pete and Rog learned early on in their financial planning training. The order was summarised by the acronym PIPSIO Protection Income Protection Pensions Savings Investments Other PIPSIO is nothing more than a useful mnemonic, but it really does serve a purpose. I still remind the advisers at Jacksons of it now and again. Shownotes: https://meaningfulmoney.tv/BI9

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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