))
Five Steps To Improve Your Financial Success Score
Manage episode 456338430 series 2446480
Innhold levert av Sean Lee. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Sean Lee 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.
How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success.
Here’s what we discuss in this episode:
0:00 – Intro
2:20 – You know where your money is going to come from
4:28 – You know what your risk score is
6:23 – You have strategies in place to reduce your tax liability
7:51 – Healthcare considerations
9:46 – Legacy
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095
136 episoder
Del
