))
Not WHAT You Invest, But HOW You Invest (3/23/2024)
Manage episode 408791873 series 3083349
内容由Alec Kelso and The Real Money Pros提供。所有播客内容（包括剧集、图形和播客描述）均由 Alec Kelso and The Real Money Pros 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。
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
—————————————————————
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/
—————————————————————
100集单集
分享
