Episode 202 | Investing and Planning for The Future with Tess Zigo

The Group Practice Exchange

Hey Group Practice Listeners! Do you ever imagine working forever? We are expected to dream alive to enjoy ourselves after retirement, which will only be possible if we start planning for the future.

We are now bestowed with financial guidance as Tess Zigo is our guest for this podcast. She is a financial advisor of TruWealth Partners. Equipped with her passion for helping families and small businesses grow, she will share these tips to better plan our future.

Episode Highlights:

• Why did Tess shift from corporate finance to financial advisory?
• When can retirement accounts and life insurance be helpful to grow assets?
• What is the difference between simple iRate and 401(k)?
• How do age and time horizon play a role in calculating risks?
• Why can a financial advisory be the best choice in planning for your stable life status?

To communicate with Tess:

Book a schedule with her through the website, https://truwealthy.com/

Direct to her Facebook, https://m.facebook.com/TessZigoCFP

This episode is sponsored by TherapyNotes. TherapyNotes is an EHR software that helps behavioral health professionals manage their practice with confidence and efficiency. I use TherapyNotes in my own group practice and love its amazing support team, billing features, and scheduling capabilities. It serves us well as a large group practice owner.

Do you ever wish for a financial therapist who could relieve you from the last few months of bookkeeping, talk you off the edge when you're running into issues with Quickbooks, or help you work through a profit plan for growth? GreenOak Accounting does just that! GreenOak Accounting is an accounting firm that specializes in working with group practices. Their value goes WAY beyond bookkeeping; they can help you get on track for financial success. Schedule a free consultation by going to http://greenoakaccounting.com/tgpe