Artwork

Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Have Your Legal Ducks in A Row | An Interview with Deb

50:44
 
공유
 

Manage episode 364860949 series 3446032
Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Deb has had many life experiences, losing her mom at 8 years old, getting married later in life, losing her husband in her 50s, having infertility and adopting a daughter, building a career and retiring, and then getting remarried to another widower. She talks about the principles of building a great foundation with your career and staying out of debt. And how important it is to have your legal preparations done, including a will, trust, and prenup.

Resources

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC-registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 에피소드

Artwork
icon공유
 
Manage episode 364860949 series 3446032
Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Nicole Roberts CFP® & Summer Parry, Nicole Roberts CFP®, and Summer Parry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Deb has had many life experiences, losing her mom at 8 years old, getting married later in life, losing her husband in her 50s, having infertility and adopting a daughter, building a career and retiring, and then getting remarried to another widower. She talks about the principles of building a great foundation with your career and staying out of debt. And how important it is to have your legal preparations done, including a will, trust, and prenup.

Resources

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

This testimonial was provided by a current client. The client was not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.

Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.

RH Advisors, LLC dba Rock House Financial is an SEC-registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.

  continue reading

39 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드