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Five Steps To Improve Your Financial Success Score
Manage episode 456338430 series 2446480
Innehåll tillhandahållet av Sean Lee. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Sean Lee eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.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
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Contact us:
(801) 639-0095
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