June Walbert, a Certified Financial PlannerTM practitioner with USAA explains financial planning best practices everywhere she goes. Duration : 0:2:45

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The financial planning pyramid is a widely accepted concept in the world of finance. Level 1 – protect your current lifestyle with proper insurance. Level 2 – review your cash flow and develop a budget. Level 3 – strategies for creating wealth. Duration : 0:1:27

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