The One-Page Financial Picture That Changes Everything

Most people have more than a dozen financial accounts scattered across multiple institutions, but no single place where everything is organized. That’s where an Asset Map changes everything. Imagine having your entire financial life, every account, every asset, every detail, summarized on a single sheet of paper. That’s what an Asset Map provides, and in this episode, Rob explains why it’s one of the most powerful tools in retirement planning.

Rob shares how consolidating information into one easy-to-read page brings confidence, prevents things from falling through the cracks, and even helps uncover problems you might not know exist, like property titles or forgotten accounts. He also explains why updating it every year matters, since life changes constantly and having current information helps both you and your professionals (CPAs, attorneys, insurance agents) work from the same playbook. Instead of scattered accounts and uncertainty, a one-page financial picture creates clarity, confidence, and a roadmap for building your best life.

0:00 – Intro & Research

1:08 – What is An Asset Map?
3:25 – Why Asset Maps Matter More Than Spreadsheets

5:08 – Catching a Costly Error with the Asset Map

6:20 – Risks of Not Having an Asset Map

8:38 – Final Thoughts

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