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Ep56: Retire 5 to 10 Years Earlier by Following These Finance Tips! with Amy Cook, CFP®

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Manage episode 423010464 series 3455033
Innhold levert av Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen 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.

Do you want to accelerate your path to retirement? Join Amy Cook, CFP®, as she unveils actionable strategies to overcome financial fears and make smarter investment choices. Tune in now to start rewriting your financial story and steer a sure course toward financial independence.

Key takeaways to listen for

  • How subconscious stories about money impact your ability to make empowered financial decisions
  • Practical steps to significantly reduce your retirement timeline
  • Techniques to help you overcome investment anxiety
  • Real estate strategies to generate additional income and build wealth
  • The importance of creating and practicing sustainable financial habits

Resources mentioned in this episode

Do you want to learn comprehensive services designed to align your financial decisions with your life goals? Visit https://www.mavenlanefinancialgroup.com/retirewealthyhappy for valuable resources and to schedule a discovery interview with Maven Lane Financial Group.

About Amy Cook, CFP®
Amy is a Certified Financial Planner™ professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long-term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters.

Connect with Amy
Website: Your Money Narrative | Maven Lane Financial Group

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!
Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

  continue reading

58 episoder

Artwork
iconDel
 
Manage episode 423010464 series 3455033
Innhold levert av Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ben Waller, Earl Cline and Roger Jacobsen, Ben Waller, Earl Cline, and Roger Jacobsen 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.

Do you want to accelerate your path to retirement? Join Amy Cook, CFP®, as she unveils actionable strategies to overcome financial fears and make smarter investment choices. Tune in now to start rewriting your financial story and steer a sure course toward financial independence.

Key takeaways to listen for

  • How subconscious stories about money impact your ability to make empowered financial decisions
  • Practical steps to significantly reduce your retirement timeline
  • Techniques to help you overcome investment anxiety
  • Real estate strategies to generate additional income and build wealth
  • The importance of creating and practicing sustainable financial habits

Resources mentioned in this episode

Do you want to learn comprehensive services designed to align your financial decisions with your life goals? Visit https://www.mavenlanefinancialgroup.com/retirewealthyhappy for valuable resources and to schedule a discovery interview with Maven Lane Financial Group.

About Amy Cook, CFP®
Amy is a Certified Financial Planner™ professional residing and working in San Mateo, California, serving clients nationwide from her local office. With twenty years of experience in financial services, Amy and her team help clients across varied industries and life stages, underscoring that strategic financial planning is integral to making informed decisions and achieving long-term objectives. In her free time, Amy loves working on her decorating projects, building small-scale dollhouses, and restoring vintage typewriters.

Connect with Amy
Website: Your Money Narrative | Maven Lane Financial Group

Connect with Us
To learn more about growing your wealth through multifamily investment opportunities, visit Monument Real Estate Capital and schedule a call!

Follow our social media pages!
Facebook: Monument Real Estate Capital
LinkedIn: Monument Real Estate Capital

  continue reading

58 episoder

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