#135 Financial Health Check-Up for 2016 - Daniel Lungu

Money Matters With Dino

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8+ y ago 36:28

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Have you looked at your finances lately? The end of the year leading up to Jan 1st is the best time to have a financial check-up. You'd be surprised what you can do for your portfolio when you talk with someone who thinks long-term wealth accumulation and distribution.

On today's show Daniel Lungu from Trilogy Financial gives tips to make YOUR financial Check-up for 2016, a success! Here are some of the things he discussed:

Creating a Budget
Having A Liquid Cushion
Starting Small
Retirement Contributions
Beneficiary Reviews
Protection Planning
Student Loan Forgiveness

For Your end of year financial check-up contact Daniel Lungu at 562-544-8833.

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