Ep 108 – How to Build a Successful Financial Plan with Lisa Crosta

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Lisa Crosta for a discussion on how to build a successful financial plan. Lisa is a certified public accountant who enjoys discussing real-life financial matters and helping people understand their finances.

During this episode, Lisa shares how to build a successful financial plan. She touches on the importance of setting goals and deciding whether to focus on one or several. Lisa explains the potential benefits of technology and divorce planning when it comes to setting a financial plan. She also discusses the importance of financial planning for children, focusing on three main goals—college education, vacations, and retirement. Financial planning is essential for both children and adults, and understanding the principal factors that go into achieving these goals is crucial.

Learn more about building a successful financial plan.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Lisa Crosta headshot of Lisa Crosta

Lisa is a Certified Financial Planner Professional (CFP), as well as a Certified Public Accountant (CPA). Having undergone divorce and raising three kids on her own, Lisa aims to help other women to find themselves in tough situations. Lisa’s energy’s unbridled determination and communication gives her clients the confidence they need to succeed and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial realms of her clients. Lisa spent her early years in Ernst and Young, and then after raising her children returned to the financial industry.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.