• Your Financial Legacy

  • 著者： Maria L Ellis
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Your Financial Legacy

著者： Maria L Ellis
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  • Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is the process of estate planning to select who will receive your assets when you pass on. One goal of estate planning is to make sure your wealth and other assets go to those people you intend (and not to others), with a particular emphasis on minimizing taxes so that your beneficiaries can keep more of your wealth. Good estate planning also can reduce family strife, and provide clear end-of-life directives should an individual become incapacitated before ultimately passing away. It is important to do estate planning asap, especially if you are reaching your golden years or you are thinking about retirement. Every week I will bring you my perspectives as well as the perspective of my guests on Financial and Estate Planning including Trusts & Wills and Irrevocable Trusts. Over the last 20 years, as a banker, real estate advisor, and financial planner, I have learned the importance of creating and securing wealth, in legitimate ways to minimize taxes and to enable you to keep more of your money. On our Financial Legacy podcast, I will share my experience and secrets, why people put together an estate plan to protect their beneficiaries including to protect minor beneficiaries, or to protect adult beneficiaries from bad decisions, outside influences, creditor problems, and divorcing spouses. I want to help you achieve peace of mind and proper distribution of your assets. To learn about how best I can serve you, go to the FinancialLegacyPodcast.live and request your complimentary consultation. Thank you!
    Maria Ellis 2020
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あらすじ・解説

Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is the process of estate planning to select who will receive your assets when you pass on. One goal of estate planning is to make sure your wealth and other assets go to those people you intend (and not to others), with a particular emphasis on minimizing taxes so that your beneficiaries can keep more of your wealth. Good estate planning also can reduce family strife, and provide clear end-of-life directives should an individual become incapacitated before ultimately passing away. It is important to do estate planning asap, especially if you are reaching your golden years or you are thinking about retirement. Every week I will bring you my perspectives as well as the perspective of my guests on Financial and Estate Planning including Trusts & Wills and Irrevocable Trusts. Over the last 20 years, as a banker, real estate advisor, and financial planner, I have learned the importance of creating and securing wealth, in legitimate ways to minimize taxes and to enable you to keep more of your money. On our Financial Legacy podcast, I will share my experience and secrets, why people put together an estate plan to protect their beneficiaries including to protect minor beneficiaries, or to protect adult beneficiaries from bad decisions, outside influences, creditor problems, and divorcing spouses. I want to help you achieve peace of mind and proper distribution of your assets. To learn about how best I can serve you, go to the FinancialLegacyPodcast.live and request your complimentary consultation. Thank you!
Maria Ellis 2020
リーダーシップ 個人ファイナンス 経済学
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エピソード
  • A conversation with Marianne Williamson, an American published author, spiritual leader, politician, and activist.

    A conversation with Marianne Williamson, an American published author, spiritual leader, politician, and activist.
    2020/12/19

    In my book, Achieve Financial Freedom, a roadmap to financial success, I help clients create the highest vision possible for their lives because they become what they believe.  To implement a comprehensive financial plan, you first need to create a vision for your life. This long-term vision includes 12 different categories including health & fitness, Intellectual, Emotional, Character, Spiritual, Love Relationships, Parenting, Social, Career, Financial, Quality of Life, and Life vision. 

    https://financiallegacy.live/
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    7 分
  • Forward-Achieve Financial Freedom Audiobook

    Forward-Achieve Financial Freedom Audiobook
    2020/12/23

    Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a strong financial future right now without working yourself to death. It is never too early to learn how to invest your money. In Achieve Financial Freedom, author Maria L. Ellis, MBA, brings together more than twenty years of experience to teach just how easy it can be to: Create a financial plan that makes it easy to achieve financial success Select the investments that are best for your specific goals Know the risks and rewards of investing, and avoid the pitfalls common to new investors so your money works for you Monitor and adjust your investment portfolio so you can watch your investments grow Invest your money so you will have enough to live your dream life If you’re ready to learn investing strategies and start feeling secure in your financial well-being, then pick up Achieve Financial Freedom today!

    Schedule your free consultation with Maria www.financiallegacy.live
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    4 分
  • Chapter 1-Achieve Financial Freedom Audiobook

    Chapter 1-Achieve Financial Freedom Audiobook
    2020/12/23

    Do you work long hours in a stressful career and wonder if it will be enough to support your financial needs in both the near and distant future? Do you want to ensure that you have enough money to live your dream life and retire on your own time? Why not learn how to make your money work for you before it is too late? You can start building a strong financial future right now without working yourself to death. It is never too early to learn how to invest your money. In Achieve Financial Freedom, author Maria L. Ellis, MBA, brings together more than twenty years of experience to teach just how easy it can be to: Create a financial plan that makes it easy to achieve financial success Select the investments that are best for your specific goals Know the risks and rewards of investing, and avoid the pitfalls common to new investors so your money works for you Monitor and adjust your investment portfolio so you can watch your investments grow Invest your money so you will have enough to live your dream life If you’re ready to learn investing strategies and start feeling secure in your financial well-being, then pick up Achieve Financial Freedom today!

    Schedule your free consultation with Maria www.financiallegacy.live
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    8 分

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