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The easiest ways to tackle financial planning this month!
Manage episode 305274699 series 2933993
Το περιεχόμενο παρέχεται από το Susan Diamond. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Susan Diamond ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
It's National Financial Planning Month, and we can all use a little push to embrace small changes in our financial well-being. It's a timely reminder that as the holiday season (aka gift-giving costs) approaches, it becomes more essential for us with plenty of excellent reasons why now isn't really the time to begin.
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We can often think it's too big of a thing to tackle, but the fact of the matter is it takes very little time and effort to empower yourself to live a better financial life.
The most important thing to remember about this process is that it’s about you. It’s about what’s important to you. It’s about what’s important to your family.
Our returning guest is Katie Wilson, Wealth Advisor & Founder Nourish Wealth Management, located at 291 Wall Street, 2nd Floor, Kingston, NY 12401. 845.802.0070. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser."
For nearly fifteen years, Katie has empowered clients to pursue their personal and professional goals. She works diligently as a partner for clients, in collaboration with tax advisors and estate planning attorneys, to organize and evaluate the foundation for a sustainable lifestyle that drives success for a client's objectives.
Join us for a discussion on the easiest way to tackle financial planning this month—keep it simple, get started with one small step, invest in YOURSELF!
Please share your questions or comments about this podcast or suggestions for future podcasts. And don't forget to subscribe to the podcast.
Herfinance Resources:
Click here to schedule a FREE 15-minute discovery call. As soon as you do, you'll get a bonus quiz that will help you identify your money personality and the key areas you need to focus on to improve your future. We'll review your results together on our call. You'll walk away with clarity on how you can use this information to transform your results with money and live your best life.
Join our private Facebook group the EmpowHer Community https://www.facebook.com/groups/EHtribe
Website: http://www.herfinanceclub.com
Learn more about Katie Wilson at Nourish Wealth Management:
https://www.facebook.com/Nourish-Wealth-Management-1524421010957977/
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