• Home
  • Educators
  • Teaching Content Preview
  • Substack
  • Our personal finance 101
  • Book
  • Team
  • Contact
  • Home
  • Educators
  • Teaching Content Preview
  • Substack
  • Our personal finance 101
  • Book
  • Team
  • Contact
  FinPlan, LLC
  • Home
  • Educators
  • Teaching Content Preview
  • Substack
  • Our personal finance 101
  • Book
  • Team
  • Contact
Resources related to Substack posts
Organized by date & post topic

Files
Help yourself! 
January 2022
"Spending"
March 2022
"Financial Planning for Lower Income Households"
"Rainy-Day Funds"
"More Education"
"Build Your Financial Plan"
April 2022
"Should I Live in Boston?"
"Life Insurance with Frito"
May 2022
"When Should JG Mullaney Retire"
"Investment Risk and JG Mullaney"
"Johnny Sullivan Wants to Save"
October 2022
"Returning from the Great Retirement"
December 2022
"Longevity"
January 2023
"Next Move"
"Description of your Financial Life"
February 2023
"A Consequential Inheritance"
expense_worksheet.xlsx
File Size: 16 kb
File Type: xlsx
Download File

mike_holt_case_02282022.pdf
File Size: 442 kb
File Type: pdf
Download File

jayson_gentry_case_03152022.pdf
File Size: 792 kb
File Type: pdf
Download File

preston_taylor_case_03222022.pdf
File Size: 805 kb
File Type: pdf
Download File

financial_plan_letter.pdf
File Size: 101 kb
File Type: pdf
Download File

geographic_location_expense_listing_for_trevor_stoneman.xlsx
File Size: 16 kb
File Type: xlsx
Download File

madigan_case_04262022.pdf
File Size: 1019 kb
File Type: pdf
Download File

mullaney_case_05032022.pdf
File Size: 1017 kb
File Type: pdf
Download File

mullaney_case_05112022.pdf
File Size: 1145 kb
File Type: pdf
Download File

johnny_sullivan_case_05312022.pdf
File Size: 799 kb
File Type: pdf
Download File

bubba_and_helen_turner_case_10112022.pdf
File Size: 667 kb
File Type: pdf
Download File

stinson_base_v._eric_dies_unexpectedly_at_82.pdf
File Size: 701 kb
File Type: pdf
Download File

glenn_case_01102023.pdf
File Size: 817 kb
File Type: pdf
Download File

expense_worksheet.xlsx
File Size: 16 kb
File Type: xlsx
Download File

sunny_nguyen_case.pdf
File Size: 780 kb
File Type: pdf
Download File