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Ira David Sternberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ira David Sternberg 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.
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Noshing With Cynthia Meyers – December 9, 2021

28:23
 
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Manage episode 317401210 series 2928496
Ira David Sternberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ira David Sternberg 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.

Owner & Founder, Confluence Financial Planning, LLC

This week, Ira spoke with Cynthia Meyers, owner and founder of Confluence Financial Planning, LLC, based in Sacramento. In this planning episode of Ira’s Everything Bagel, Cynthia talks about the importance of living a balanced life; why goals are important in order to plan for your financial future; why it’s never too late to get started; knowing the purpose behind putting money away; the difference between planning and investments; why it’s important to check on the beneficiaries on all of your retirement accounts; and the importance of recognizing your values in overall planning.

Cynthia is owner of Confluence Financial Planning, LLC (formerly Cynthia S. Meyers, MBA, CFP®). She is active in running the company, advising clients, and mentoring. Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, McCalls, and The Sacramento Bee. For five years, she authored the column, “Meyers on Money,” which appeared in Sacramento Business Journal.

She continues to appear in the Sacramento Business Journal as one of the top Sacramento financial planning firms.

From 2010 to present Cynthia has been the recipient of the “Five Star Wealth Manager Award,” which appears in Sacramento Magazine.

recommended listens

Elevate your entrepreneurial spirit with our expertly curated Best Entrepreneur Podcasts.

  continue reading

133 에피소드

Artwork
icon공유
 
Manage episode 317401210 series 2928496
Ira David Sternberg에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Ira David Sternberg 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.

Owner & Founder, Confluence Financial Planning, LLC

This week, Ira spoke with Cynthia Meyers, owner and founder of Confluence Financial Planning, LLC, based in Sacramento. In this planning episode of Ira’s Everything Bagel, Cynthia talks about the importance of living a balanced life; why goals are important in order to plan for your financial future; why it’s never too late to get started; knowing the purpose behind putting money away; the difference between planning and investments; why it’s important to check on the beneficiaries on all of your retirement accounts; and the importance of recognizing your values in overall planning.

Cynthia is owner of Confluence Financial Planning, LLC (formerly Cynthia S. Meyers, MBA, CFP®). She is active in running the company, advising clients, and mentoring. Her writings and quotes have appeared in many local and national periodicals and books, including Fortune, McCalls, and The Sacramento Bee. For five years, she authored the column, “Meyers on Money,” which appeared in Sacramento Business Journal.

She continues to appear in the Sacramento Business Journal as one of the top Sacramento financial planning firms.

From 2010 to present Cynthia has been the recipient of the “Five Star Wealth Manager Award,” which appears in Sacramento Magazine.

recommended listens

Elevate your entrepreneurial spirit with our expertly curated Best Entrepreneur Podcasts.

  continue reading

133 에피소드

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