• #4 Balancing Life and Legacy: Financial Advisor and CPA Ray

  • 2024/12/22
  • 再生時間： 42 分
  • ポッドキャスト

#4 Balancing Life and Legacy: Financial Advisor and CPA Ray

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  • "🎙️ Balancing Life and Legacy: In this episode of We Rest on Sundays, I sit down with Ray, my trusted financial advisor, to tackle some of the most important financial challenges families face today:

    💡 Supporting aging parents with compassion and resources
    💡 Building a solid retirement plan for peace of mind
    💡 Strategizing for your children's educational expenses without sacrificing your goals

    Ray shares expert advice and actionable tips to help you align your finances with your values. Whether you’re navigating care for loved ones, planning for your future, or investing in the next generation, this conversation is packed with insights you can use.

    ✨ Because family, legacy, and smart planning are the ultimate goals.

    #WeRestOnSundays #FamilyFirst #FinancialFreedom #PlanWithPurpose #FatherHusbandFriend #FinancialLiteracy #EmpathyInAction"
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あらすじ・解説

"🎙️ Balancing Life and Legacy: In this episode of We Rest on Sundays, I sit down with Ray, my trusted financial advisor, to tackle some of the most important financial challenges families face today:

💡 Supporting aging parents with compassion and resources
💡 Building a solid retirement plan for peace of mind
💡 Strategizing for your children's educational expenses without sacrificing your goals

Ray shares expert advice and actionable tips to help you align your finances with your values. Whether you’re navigating care for loved ones, planning for your future, or investing in the next generation, this conversation is packed with insights you can use.

✨ Because family, legacy, and smart planning are the ultimate goals.

#WeRestOnSundays #FamilyFirst #FinancialFreedom #PlanWithPurpose #FatherHusbandFriend #FinancialLiteracy #EmpathyInAction"
続きを読む 一部表示

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