• Five Steps To Improve Your Financial Success Score

  • 2024/12/19
  • 再生時間: 12 分
  • ポッドキャスト

Five Steps To Improve Your Financial Success Score

  • サマリー

  • 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

    slee@erg-slc.com

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あらすじ・解説

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

slee@erg-slc.com

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