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Innhold levert av Natalie Kime. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Natalie Kime 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.
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How I build wealth plans, insight on the client experience

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Manage episode 447554174 series 3570711
Innhold levert av Natalie Kime. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Natalie Kime 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.

Tell Natalie what you love about this episode, text here!

In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime explores the "Universal Wealth Client Experience." She discusses her approach to addressing clients' financial concerns, such as rising taxes, inflation, market losses, and the risk of outliving savings. Emphasizing the importance of financial education, Natalie compares building financial security to constructing a house—where a strong foundation is crucial. She shares personal anecdotes and statistics to highlight common financial challenges, advocating for personalized financial plans that align with clients' goals and values to ensure long-term stability and growth.
Conversation points:

  • Universal Wealth Client Experience
  • Financial concerns: rising taxes, inflation, market losses
  • Risk of outliving savings and retirement planning
  • Importance of financial education and literacy
  • Strategies for debt management and elimination
  • Health-related financial protections, including disability and life insurance
  • Estate planning and legacy considerations
  • Building an emergency fund and financial safety net
  • Increasing cash flow through budgeting and income opportunities
  • Comprehensive wealth-building strategies and personalized financial planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

  continue reading

43 episoder

Artwork
iconDel
 
Manage episode 447554174 series 3570711
Innhold levert av Natalie Kime. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Natalie Kime 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.

Tell Natalie what you love about this episode, text here!

In this episode of the "Nickels and Dimes: Finding Financial Freedom" podcast, host Natalie Kime explores the "Universal Wealth Client Experience." She discusses her approach to addressing clients' financial concerns, such as rising taxes, inflation, market losses, and the risk of outliving savings. Emphasizing the importance of financial education, Natalie compares building financial security to constructing a house—where a strong foundation is crucial. She shares personal anecdotes and statistics to highlight common financial challenges, advocating for personalized financial plans that align with clients' goals and values to ensure long-term stability and growth.
Conversation points:

  • Universal Wealth Client Experience
  • Financial concerns: rising taxes, inflation, market losses
  • Risk of outliving savings and retirement planning
  • Importance of financial education and literacy
  • Strategies for debt management and elimination
  • Health-related financial protections, including disability and life insurance
  • Estate planning and legacy considerations
  • Building an emergency fund and financial safety net
  • Increasing cash flow through budgeting and income opportunities
  • Comprehensive wealth-building strategies and personalized financial planning

Get my FREE Financial Check-up Guide
Connect with me on:
Facebook
Instagram
LinkedIn

  continue reading

43 episoder

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