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Not WHAT You Invest, But HOW You Invest (3/23/2024)
Manage episode 408791873 series 3083349
Alec Kelso and The Real Money Pros에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Alec Kelso and The Real Money Pros 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.
Are you invested the right way? And we’re not talking about the actual investments that you hold, but rather the things that you do BEFORE you even invest a dollar. Brian and Jeremiah, focus on being tax-efficient, implementing insurance, and diversifying account titles. The key to successful wealth management is making sure all sides of the circle are perfectly balanced. Client cases, goal-based planning, cash-flow planning, and more!
Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Guest:
Dave Perry, Guild Mortgage
Hosts:
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
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SPONSORS:
Guild Mortgage:
https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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100 에피소드
공유
