-
76. Budgeting, Conservative Investing, Finding The Right Finance Pro
- 2024/07/09
- 再生時間： 36 分
- ポッドキャスト
-
サマリー
あらすじ・解説
LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show.
In this episode, Erica and Ben answer a slew of listener questions from the mailbag
02:56 Budget Tracking
07:17 When to Consult a Financial Planner
13:40 Managing Multiple Bank Accounts
18:20 Maximizing Investments for Conservative Savers
20:43 Money Market Accounts
22:47 Balancing Conservative and Aggressive Investments
24:32 Risk Tolerance
27:29 Finding the Right Tax Professional
Resources Referenced:
Join the mail list
The Soloist Life Podcast - Financial Planning for Soloist with Sean Mullaney
The Simple Path to Wealth by JL Collins
Connect with Erica | LinkedIn | Website | Newsletter
Connect with Ben | LinkedIn