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Wealth Management Secrets - Unveiling Money Myths
Manage episode 398952180 series 1043161
Innhold levert av Paula Okonneh | Coach, Podcaster,Digital Marketer, Paula Okonneh | Coach, and Digital Marketer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Paula Okonneh | Coach, Podcaster,Digital Marketer, Paula Okonneh | Coach, and Digital Marketer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Wealth management professional Sharon Carter discusses common money myths, particularly those affecting individuals from Africa and the Caribbean. As a specialist in life insurance, annuities, and long-term disability at Northeast Planning Group, Carter highlighted the limitations of traditional saving methods such as storing money in banks or under mattresses. She underscored the necessity of diversification and financial education, touching on various financial buckets like tax-deferred, taxable, and tax-exempt vehicles.
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