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Episode 164: with Financial Advisor Lillian Meyers

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Manage episode 370667200 series 2818659
内容由It's Not About Food and Laurelee Roark提供。所有播客内容(包括剧集、图形和播客描述)均由 It's Not About Food and Laurelee Roark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This show is about learning how to work with money and financial health.
Many people who have addictions, compulsions, and difficulties also have issues with money.
Lillian give us very straightforward and much-needed advice on how to navigate the twists and turns of money.

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc., and brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. She is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared in interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.


lillian@meyersfinancial.com

★ Support this podcast on Patreon ★
  continue reading

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Manage episode 370667200 series 2818659
内容由It's Not About Food and Laurelee Roark提供。所有播客内容(包括剧集、图形和播客描述)均由 It's Not About Food and Laurelee Roark 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This show is about learning how to work with money and financial health.
Many people who have addictions, compulsions, and difficulties also have issues with money.
Lillian give us very straightforward and much-needed advice on how to navigate the twists and turns of money.

Lillian Meyers is both the founder and president of Meyers Financial Services, Inc., and brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. She is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared in interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.


lillian@meyersfinancial.com

★ Support this podcast on Patreon ★
  continue reading

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