• Kickstart Your Financial Health

  • 2025/01/10
  • 再生時間： 54 分
  • ポッドキャスト

Kickstart Your Financial Health

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  • Weston Lindemann discusses essential financial strategies for starting 2025 on the right foot. The conversation covers the importance of tracking expenses, preparing for tax changes, creating a sustainable retirement paycheck, and assessing risk in investment portfolios. Additionally, Weston highlights the significance of recognizing red flags in financial management, using Al Pacino's financial missteps as a cautionary tale. The episode emphasizes the need for a solid financial plan that is understood and actively managed by the individual.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

Weston Lindemann discusses essential financial strategies for starting 2025 on the right foot. The conversation covers the importance of tracking expenses, preparing for tax changes, creating a sustainable retirement paycheck, and assessing risk in investment portfolios. Additionally, Weston highlights the significance of recognizing red flags in financial management, using Al Pacino's financial missteps as a cautionary tale. The episode emphasizes the need for a solid financial plan that is understood and actively managed by the individual.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

www.robertswealth.com

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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