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


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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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